All Collections
How do I categorize bookkeeping transactions?
How do I categorize bookkeeping transactions?
Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

After your transactions have imported into 17hats, you may begin categorizing transactions by clicking on "Select a category". 

Scroll or search for the category you want to use. 

The search bar will dynamically update the choices below as you type. Words that are Bold are title headers and they cannot be used as a category.

Click on "Verify" to assign the category. 

Tip: You may speed up the process by categorizing multiple transactions first then clicking "Verify". 

17hats will then confirm all selections.

Learn more about automatic category suggestions.

Tip: You may want to customize your categories to better suit the needs of your business. Please consult an accountant or an experienced bookkeeper before doing so.

KeywordSearch: Categorize Transactions, Apply Transaction to Invoice, Verify Transactions, Categorizing Transactions After Import

Did this answer your question?