How do I select which G/L account categories to import into Soldo?

Import G/L account categories

You can select which G/L account categories to import into Soldo during the integration setup flow. You must choose at least one category to import.

G/L account categories will be imported into Soldo as expense categories and can be found in the Integrations section under Accounting classification.

Change imported G/L account categories

If you wish to change the imported G/L account categories once the integration has been set up, you can do this by:

1. Finding the active card in the Marketplace section and clicking Settings. 
2. Choose Accounting from the tabs at the top of the page.
   
3. Click View list next to Expense categories. 
   
4. To change the imported account categories, click Edit in the top right-hand corner of the page.