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Modifying Account Categorizations

How to modify account categorizations within the app

Ciara Minion avatar
Written by Ciara Minion
Updated over a week ago

You can override the default accounting mappings for Revenue, Direct Costs, & Expenses, Unreconciled Transactions.

In the Bookkeeper360 app, navigate to-->Configure-->Revenue, Direct Costs, & Expenses. You can search for the item in the search bar (either by name or code), or you can navigate to which category it is currently categorized.

Update the category by clicking the category drop down and select the right one. It will automatically save and you will see a green checkmark next to the category column to confirm that changes have been made.


Question 1: I incorrectly classified my items, how do I revert back to default?

Question 2: Set your items back to their defaults by press "Reset to Default"

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