How to Use Accounting Categories


In Simpro Premium, you can set up accounting categories to track the profit and loss of various business arms in your accounting package. In QuickBooks Online, accounting categories are mapped to Locations. Learn more in How to Set Up the QuickBooks Online Accounting Link.

To track accounting categories in MYOB AccountRight Live, enable Category Tracking in the accounting link. Learn more in How to Set Up the MYOB Accounting Link.

After setting up accounting categories, you are required to select a category for every financial transaction in Simpro Premium, including:

Accounting categories are not suitable for complex projects that might require multiple categories.

You cannot use accounting categories if you wish to use inventory tracking or business groups.

US only: If you use Simpro Premium in the United States, the term 'vendor' is used instead of 'supplier'.