ZipBooks saves you time by auto-categorizing your transactions. But if ZipBooks makes a mistake, it’s easy to correct. And you’ll be teaching ZipBooks more about your business in the process!

Here’s how:

  1. Log in to ZipBooks and select Transactions from the menu.

  2. Find a transaction that ZipBooks has auto-categorized and click on it. 

  3. In the Category field, choose the correct category from the dropdown. If you need to split it among multiple categories, click the Edit or Split button. 

  4. Click Save.

That it! ZipBooks will learn from the changes you made in order to more accurately categorize future transactions.

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