Categorizing transactions

Categorizing a transaction

1. Navigate to the Accounting tab in the left-side menu.
2. Select the transaction you wish to categorize from the list shown in the Transactions tab. Choose the Categorize Transaction option from the right-side menu.
   
   
3. Select a category from the Category dropdown menu. You may split the transaction into multiple categories. Click Split categories to add a line item if the entire dollar amount should be applied to multiple categories.
   Please note that debits to your account will bring up a list of Expense categories. Likewise, credits to your account will bring up a list of Income categories.
   Note: if a transaction needs to be categorized to offset a previous debit or credit (e.g. a refund credit issued for a prior expense), please contact the Customer Care team for assistance! 
   
   
4. Click Save to complete your categorization.

Categorizing an invoice deposit

To categorize deposits from an invoice:

1. Navigate to the Accounting tab in the left-side menu.
2. Select the deposit transaction you wish to categorize from the list shown in the Transactions tab. Choose the Categorize transaction option from the right-side menu.
   
   
3. Expand the Match Transaction section. A list of invoices that are a possible match for your deposit transaction will appear. If the invoice you're looking for doesn't appear in the suggestion list, you can search a data range or customer name in the search area to find a match.

4.     Check the invoice(s) that make up all or part of the deposit transaction, then click Save.