Financial Reports - Accounting Categories Report

The Accounting Categories Report shows the master listing of all (accounting) categories available for your business. These categories are the line items that are displayed on your Balance Sheet, Income Statement, Trial Balance, and GL Detail reports. To learn more about Categories, please click here

In order to access this report, please take the following steps:

  • Click on the Reports tab, then on Financial Reports
    • This will take you to the Financial Reports list, and from there you can click on the 'Account Categories' report link
    • Doing so will take you to the Account Categories report
    • This report shows all of your business' categories in order of reference number
    • If you would like to edit the data set, you can click the [Export to Excel] button

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