for accountants

1. Edit Transactions &
Customize Payee
Categories
My Accountant’s Cloud
For Accountants

2. Click on the "Accounting Software" button to begin.

3. You can click on an amount in any financial report to edit the underlying
transactions. For this example, let’s go to an Income Statement.

4. Select a date range you wish to work on.

5. You can click on any item to edit the underlying transactions, lets begin with the ‘Uncategorized’.

6. Select the ‘edit/delete’ button on the transaction you wish to manage.

7. 1. Correct the Category and Memo (optional).
2. Save the changes you've made.

8. In addition, you can assign a
‘Custom Category’ to the payee.
2. Click the ‘yes’ button to make this account the custom category for this payee..
3. After you have finished, save your changes.
1. Edit the payee name for easier recognition by removing dates,
transaction numbers, etc. (In this case use: CITY OF BERKELEY).

9. Later, you may want to edit a payee’s
custom categorization. To do so, click here.

10. Click here to edit or delete.

11. Change the payee name description here.
Change the custom category for this payee here.
Change the effective date here.
You may adjust these settings at any
time, and the changes will take affect
automatically.