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How to Assign Categories to Products and Services

Products and services aren't assigned categories from the Settings → Categories page - that table is for transaction-to-CoA mapping, separate from…

Steps

  1. When creating or editing a product or service (under Get Paid, where items are managed), set the income account it should post to.
  2. That account determines how sales of that item show up in your Chart of Accounts and reports.
  3. Settings → Categories can help you see how Sumung's built-in categories relate to that account if you're cross-checking reporting.

Related Articles

  • How to Map Categories to Chart of Accounts
  • How to Use Categories in Reports
  • What Are Categories and Why They Matter

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