Find and Edit or Delete an Expense Entry
Find an Expense Entry
- From the sidebar navigation, click
Business Tools, then Expenses.
- To locate entries previously added, from the toolbar, click
then select 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 based on the Payee, Amount, Check #, Category, and Exclude Units.
- Select the checkbox next to each entry, then from the toolbar click
, and select Change Category.
- From the Change Category pop-up, select a new category from the options in the drop-down list, then click
.
- Click YES to confirm the changes.
See Change the Category for Multiple Expense Entries for more information.