Before you start
- You know the expense categories used by your bookkeeper or accounting system.
What you'll do
You will create clear cost categories that employees can choose consistently when logging job expenses.
Set up an expense account
- 1
Open Expense Accounts
Go to Settings, then Expense Accounts.
- 2
Choose Add
Create a name that employees and your bookkeeper will both understand.
- 3
Match your accounting structure
Use categories that align with QuickBooks or your chart of accounts when possible.
- 4
Save and test
Log one safe test expense and confirm the account appears in reports and mappings.
- 5
Retire duplicates carefully
Do not rename or remove an account until you understand how existing job expenses and sync mappings use it.
Useful starter accounts
- Materials and supplies
- Fuel and travel
- Equipment rental
- Subcontractors
- Permits and disposal fees
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