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Is it best to use summary accounts when creating Cash 360 categories or adding all child account?

edited Jun 2, 2025 2:33PM in Ask A Guru 3 comments

I am setting up the Cash 360 SuiteApp for the first time and am wondering if when creating the categories we are needing to use the summary accounts or the children accounts or both? I would guess that both would double the numbers but I wanted to make sure I understand how this works without question.

Thank you!

-Audrey

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