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

You can select which G/L account categories to import into Soldo during step 3 of 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’. 

If you wish to change the imported G/L account categories once the integration has been set up, you can do this by finding the active card in the ‘Marketplace’ section and clicking on ‘Settings’. Choose ‘Accounting classification’ from the tabs at the top of the page, then click ‘View list’ next to ‘Expense categories’. To change the imported account categories, click ‘Edit’ in the top right-hand corner of the page.