Find and Edit or Delete an Expense Entry

Expense entries can be reviewed and updated by editing details, changing categories, or deleting entries that are no longer needed.

 From the sidebar navigation, selectBusiness Tools, then Expenses.

From the toolbar, select the filter button then choose Filter. From the Date Range drop-down, select Custom to enter a specific date range (or choose from one of the quick pick options). Use the other filter options to filter by Payee, Amount, Check #, Category, and Exclude Units.

Options:

Edit a Single Expense Entry

Change Category for Multiple Entries

Delete One or More Expense Entries

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Edit a Single Expense Entry

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After locating the entry, double-click to open the expense. Or select the checkbox next to the entry and from the toolbar select the edit buttonand choose Edit Expense. Make any necessary changes, then click Save.

Change Category for Multiple Entries

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1. Select the checkbox next to each entry, then from the toolbar select the edit button then choose Change Category.
2. In the Change Category pop-up, select a new category from the drop-down list, then select OK.
3. Select Yes to confirm the changes.

See Change the Category for Multiple Expense Entries for more information.

Delete One or More Expense Entries

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After locating the entry, select the checkbox next to the entry to be deleted, then from the Expenses toolbar, select the delete button. Select Yes to confirm the deletion.

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Additional Information:

• Expenses Overview
• Edit, Move, or Delete a Recurring Expense