To customize your revenue categories in the bookkeeping app, click Financials > Bookkeeping > Connect > select Quickbooks or Xero (depending on which you use).

You'll see revenue categories used in Momence and the current classification used within your accounting system.

To make changes, click the dropdown menu (the three dots) next to each item. Once you’ve saved the correct name for each revenue category, this is how the items will be pulled into your Quickbooks or Xero account going forward.

Activate Bookkeeping from Apps & Integrations > App store.

​To learn more about how the app works, check out this article.