How Do I Categorize My Business Expenses?

Posted 3 years ago in Support
by Chris Froelich

As a business owner, it’s important to stay organized with all your business expenses. ZipBooks allows you to categorize your business expenses, making it easier to keep track of your expenses. This can be done in the ZipBook app under Expenses, found on the left side of the app under the ZipBooks menu. To categorize your business expenses, follow these steps.

  1. Log in to your ZipBooks account. You’ll see the main ZipBooks page that shows the dashboard with all your stats.
  2. On the left-hand side of the app, below the ZipBooks logo, you’ll see a list of menu options. Click on the fourth menu option, labeled Expenses. You’ll be taken to a list of all your expenses.
  3. Either add a new expense by clicking the green +New Expense button or click on a previous expense that needs a new category.
  4. Click on Category on the right side of the page. Type in a new category to categorize your expense. If you’ve already used a category, you’ll notice that a drop-down menu will appear with the previous categories you have used. This is because ZipBooks saves all the category labels for future use to make your life easier.
  5. After typing in the new category or selecting a previously used category, press the enter button on your keyboard for it to store the category, or press the tab button and it will store the category and let you update the next item of the expense.
  6. After adding the category, click Save and your expense will be updated to your new category.

Once you’ve updated your category, you can go back to your expense list and sort your expenses by category by clicking Category on the right side of the page above your expense list.

If you would like to delete a specific category, go to that expense and click on the category you want to delete. Click the delete button on the keyboard and it will completely go away. You can add a new category or you can leave it blank and edit it later.

If you would like a category to be deleted from the drop-down menu, you must delete all of the expenses that have that specific category. For example, if the category was Travel, then you would delete every expense category labeled Travel for it to completely go away on the drop-down menu.

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