My CPA or other adviser has suggestions for how they want certain things categorized

No problem, we can accommodate that!

Please send an email to Support@MerrittBookkeeping.com with your requests, and we will add these as notes to your account.

Some examples of these types of requests are:

  • Rename Category ABC to say Category XYZ.
  • Classify all personal transactions to a Loan account instead of an Equity account.
  • Instead of coding anything to a Personal equity account, create a set of Other Expenses on the P&L that include personal Chart of Accounts, such as Groceries, Babysitting, etc.
  • Use an asset account rather than an expense account for all transactions from a specific vendor.
  • Etc.

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