Overview
As part of Heard's bookkeeping services, our team will categorize your transactions into the appropriate tax compliant categories. You can provide additional details for a transaction, upload a receipt, or mark a transaction as a duplicate.
How to modify a transaction
- From your Heard account, go to Bookkeeping
- Click Transactions
- Locate the transaction to be modified
- Click the "three dots" to the right of the transaction and select the appropriate option
- View Details
- Upload Receipt
- Add Note
- Mark as Duplicate
Please Note: This action permanently removes it from your Transactions, Profit & Loss, and reports. This cannot be undone.