Setting up categories and tax rates correctly ensures your captured documents are processed accurately and consistently across your accounting workflow.
With connected accounting software
If you've connected Xero or QuickBooks to Apron, your categories and tax rates sync automatically from your accounting platform. This includes tracking categories from Xero, and locations and classes from QuickBooks.
To manage synced categories:
Go to Settings, then Lists to view all synced categories and tax rates.
Click Refresh in the top-right corner to pull the latest updates from your accounting software.
The sync ensures consistency between Apron and your accounting platform, eliminating discrepancies in your financial data.
Without accounting software
If you're not using Xero or QuickBooks, you can set up categories and tax rates directly in Apron.
Go to Bookkeeping and access either Purchases or Sales, then click Set up to view default categories and add new ones as needed. Alternatively, manage everything from Settings > Lists for a comprehensive overview.
Adding categories and tax rates
Click +Add new and choose to add items manually or import via a CSV file for bulk setup.
CSV template for categories:
Name | Code |
Entertainment | 420 |
CSV template for tax rates:
Name | Rate |
Tax on purchases | 8.25% |
Editing existing items
You can modify categories and tax rates anytime by going to Settings > Lists, clicking the three dots next to any item you want to edit, and selecting Edit to make your changes. This flexibility ensures your setup can evolve with your business needs.