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.