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Setting up categories and tax rates
Setting up categories and tax rates

Check how to set up the categories and tax rates in the Bookkeeping section.

Marianna avatar
Written by Marianna
Updated over 2 weeks ago

Setting up categories and tax rates in Apron is simple, whether you're using an accounting app like Xero or QuickBooks or managing everything directly in Apron. Follow these steps to get started.

If You Have a Linked Xero or QuickBooks Account

If you’ve connected your Xero or QuickBooks account to Apron, your categories and tax rates are automatically synced from your accounting app.

Steps to check and refresh categories and tax rates:

  1. Go to the Settings tab.

  2. Select Lists.

  3. Here, you can view the categories synced from your accounting app.

  4. To refresh the list, click on the ‘Refresh’ button in the top-right corner. This will pull the most current list from Xero or QuickBooks.

If You Don’t Use an Accounting App

If you’re not using Xero or QuickBooks, you can set up categories and tax rates directly in Apron.

Steps to set up Categories and Tax Rates:

  1. Go to the Bookkeeping tab.

  2. Access either the Purchases or Sales section and open the Inbox.

  3. Click on ‘Set up’ to view the default categories and add new ones if needed.

  4. You can also add tax rates in this section.

Alternatively, go to the Settings tab and select Lists to view and manage your categories and tax rates.

To add a new Category or Tax Rate:

  1. Click on ‘+Add new’ in the top-right corner.

  2. Choose whether to add a category or tax rate manually or use the Import button to upload a CSV file containing your categories or tax rates.

CSV Template for Importing Categories:

Name

Code

Entertainment

420

CSV Template for Importing Tax Rates:

Name

Rate

Tax on purchases

8.25%

Editing Categories and Tax Rates

You can edit your categories and tax rates at any time by following these steps:

  1. Go to Settings > Lists.

  2. Click on the three dots next to the category or tax rate you want to edit.

  3. Select ‘Edit’.

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