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Accounting Classifications - Add/Remove

There are a selection of classifications that can be used to manage your account:

  • Chart of Accounts
  • Departments
  • Locations
  • Items
  • Jobs
  • Customers
  • Employees
  • Classes

To access the Classifications in your account:

  1. Hover on the gear icon and click Settings.
  2. In Accounting section, click Classifications. (Graphic shows Sage Intacct sync options. Other accounting software will have slightly different options.)
  3. On the Classifications page, you can click individual links to access the features.
  4. If the classification is not available, click the Accounting Preferences link (bottom of page). This returns you to the Settings page.
  5. Under Accounting, click Preferences.
  6. On the Accounting Preferences page, click Edit icon.
  7. On the next page, change classification status (Yes/No), as needed.
  8. When done, click Save.
  9. The classifications moved to Yes status will display on Settings > Accounting > Classifications page.
  10. Click on a classification to create new items, and update or delete those that already exist.