What you'll do
Every expense logged by a crew or added on a job or quote is coded to an account. Reports group by account; QuickBooks receives the account name when expenses sync.
Do this
- 1
Settings → Expense Accounts → Add
Name, optional description, and whether it is active. Start with the categories your accountant uses.
- 2
Use them
Crews pick the account when logging an expense; office users pick it on Add Expense on a job or in the quote and invoice builders.
- 3
Tidy up
Deactivate accounts you no longer use; history keeps them.
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