How to manage accounting categories


On the Accounting page you'll see a top navigation bar showing Accounts and Advanced.

Under Advanced, there's an additional menu with options to manage Categories and Groups.

Select Advanced and then select Categories to show the list of your business' accounting Categories.


From this list, you can see the default accounting Categories that were added when your Autobooks account was first created. You will also see any additional categories that you’ve added. Clicking on a specific accounting Category will bring up the right-hand side menu, where you can either edit or delete the category.

Please keep in mind that the default categories cannot be edited or deleted.

Related: How to create a new accounting Category



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