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August 2, 2023
Question

How to add income category ?

  • August 2, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

August 2, 2023

Hi maplecreekconstr,

 

Thanks for reaching out to us here. The program is equipped with powerful accounting features that help you streamline your accounting with ease. I'll be happy to share more info and help steer you in the right direction from here. 

 

Here's how to add an income category on your Chart of Accounts: 

 

  1. Click on the Gear ⚙ icon then pick Chart of Accounts from the list.
  2. In the upper right section of your COA tap New.
  3. Choose Income for the Account Type.
  4. For the Detail Type, choose Other Business Expense.
  5. Fill in the Name field, then hit Save and Close.

I encourage you to give this a try and let me know if you have questions. If the options you've listed above aren't showing then I encourage you to send feedback to our product developers by clicking on the Gear icon and looking for Feedback. Consulting an accounting professional may also be beneficial in order for you to make sure your transactions and categories are being recorded accurately in the program. 

 

Let me know if this info helps. I'll be one message away in case you have other questions.