Transactions

Understand how transactions are categorized.

• Categorizing & reviewing transactions
• Choosing the correct transaction category Have trouble choosing the right category for a transaction? We've got you covered. This guide will walk you through how it all works!
• Unmatched payouts and transfers
• Reporting purchases as incidentals
• Reporting transactions Learn how to add business transactions that happened outside of your bank or credit card accounts, for example, in personal accounts.
• Accrued and prepaid expenses Learn how to manage your accruals and prepaid expenses so the timing of your expenses match your real business.

Transaction FAQs

• Why Shopify bills are categorized as "software & subscription"