Show or hide a category
This explains how to exclude categories you no longer want to use and how to control which categories can be used on certain transactions. This helps to reduce errors.
If you cannot find a category when entering a specific transaction, check it's visibility.
How this works
You cannot delete a category once created.
Hide any categories that you no longer want to use. Once hidden they cannot be selected when entering transactions.
You cannot hide control accounts. These are special categories we use automatically when creating transactions.
categories with balances still show on your reports.
Hide a category
- From More , then Business Settings, choose Chart of Accounts.
- Open on the relevant category.
- Clear the Included in Chart check box.
- Click Save.
Set visibility on transactions
If you cannot find a category when entering transactions, check that it is visible for the type of transaction you are creating.
To help prevent errors, we set categories to only be available on certain types of transactions.
For example, your sales categories are only available for sales transactions and receipts.
If you need to use the category in a differnt area, change the Visibility setting. For example, if you are sending customer a refund, you pay want to use a Sales category on a payment.
- From More , then Business Settings, choose Chart of Accounts.
- Open the category you want to check.
- Select the relevant areas in the Visibility section, and Save.
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