How do I view the category which I created in Zoho Books under Zoho Expense?

When you create a new category in your Zoho Books account, the category will be reflected in your Zoho Expense account as an inactive category.

To enable it under your Zoho Expense account:

  • Go to the Settings section on the left sidebar.
  • Select Categories and click on Inactive categories from the category filter drop-down.
  • Select the category which you have created in your Zoho Books account, and click on the Enable button at the top of the page.
  • The category will now become active.

Note: If you create a new category under Zoho Expense, it will become active in your Zoho Books account.

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