A quick video showing how to create a new category in Garde, plus context on when and why you’d want to.
Categories in Garde map your line items to GL accounts in your accounting system. Every item on an invoice gets assigned a category, which determines where that cost ends up in your books.You might need to add a new category when you start ordering from a new type of vendor, when your chart of accounts changes, or when you want more granular reporting on a specific cost area. It’s a quick process.For a deeper look at how categories, category types, and GL accounts all fit together, check out the full guide: General Ledger Accounts, Categories, and Category Types.