As a business owner, it’s important to stay organized with all your business expenses. ZipBooks allows you to categorize your business expenses, making it easier to keep track of your expenses. This can be done in the ZipBook app under Expenses, found on the left side of the app under the ZipBooks menu. To categorize your business expenses, follow these steps.
Once you’ve updated your category, you can go back to your expense list and sort your expenses by category by clicking Category on the right side of the page above your expense list.
If you would like to delete a specific category, go to that expense and click on the category you want to delete. Click the delete button on the keyboard and it will completely go away. You can add a new category or you can leave it blank and edit it later.
If you would like a category to be deleted from the drop-down menu, you must delete all of the expenses that have that specific category. For example, if the category was Travel, then you would delete every expense category labeled Travel for it to completely go away on the drop-down menu.