Manage reporting categories

Reporting categories connect FlowerBuddy amounts with QuickBooks accounts. Manage them on Accounting > Accounts, then assign categories to event line items and tax profiles according to how you report those amounts.

Add a category

At the bottom of the reporting-category table, enter a Category name. Choose a QuickBooks income account if it is ready to map, or leave Unmapped to add the category before completing its mapping. Select Add.

Use names your team can recognize when mapping an event, such as Floral arrangements or Delivery. These are examples; use categories suited to your business and accounting setup.

Map an existing category

In the category's row, choose its QuickBooks income account. The selection saves when changed. Mapped indicates that the category has an account mapping; Needs mapping identifies a category that still needs one. Saving appears while a change is being saved.

The account dropdown contains eligible income and liability accounts from the connected company. Select Refresh QBO accounts if a newly added eligible account is missing.

Choose a discount account

After selecting an income account, choose the category's QuickBooks discount account. Use income account keeps discounts with the category's income account. Select a separate account only when that is how your business wants those discounts recorded.

This mapping controls where discounts are recorded. It does not add a discount to an event or change its amount.

Rename a category

Select the pencil button beside the FlowerBuddy category name. In Rename FlowerBuddy Category, enter the new Category name and select Save. Renaming the category changes its FlowerBuddy label; it does not rename the connected QuickBooks account.

Next, use event line-item mapping or tax profile mappings to associate amounts with the category.