Forum Discussion

Gayle_S's avatar
17 days ago

Categories

Hi,

 

I am using MYOB Business lite. I need to adjust some of the categories in the Chart of Accounts. 

 

Firstly I would like to change an income category (4 Code) to Other Income (8 Code)

 

I would then like to merge two expense categories. 

 

I cant find where to do this. The edit function doesn't give me those options.

 

Any advice would be much appreciated! 

1 Reply

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Gayle_S,

    Thanks for your post, and welcome to the Community Forum! Categories and accounts remain unchanged; they are grouped as before. You can create, edit, delete, and import them, assign them to transactions, and view them in reports as usual. To modify an income category, click on its name, adjust the code and name, and then save your changes. Please refer to the attached image for clarification.


     

    Additionally, there is no option available in the browser to merge or combine categories.

     

    Feel free to post again, we're happy to help!

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    Regards,
    Earl