# Accounting & Ledger FAQs

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<details>

<summary>How does category behavior work in transactions?</summary>

Digits shows categories differently depending on where you’re working:

* **In category-focused views** (Ledger, Banks & Cards, Reconciliations, Category Details), Digits displays the **category from the other line** of the transaction.
* **In all other contexts**, you’ll see the **source category**—the category applied to the line you’re actively viewing or editing.
* **During bulk actions**, “Category” always refers to the **category visible in the table** you’re working from.

This helps keep category-based reviews consistent and predictable across your workflow.

</details>

<details>

<summary>Do I need to reconcile accounts that never carry a balance?</summary>

Usually, no. If an account is just a pass-through and it always ends near $0, reconciling it usually adds extra work without changing your books. In that case, the important money movement is already showing up in your main bank account.

This often happens with tools like PayPal, Square (without Square Banking), Stripe payouts, and other payment wallets, where everything eventually lands in the bank.

You should reconcile the account if it:

* keeps a balance (money stays there)
* has fees, disputes, or chargebacks

doesn’t match the bank cleanly (timing differences, net vs. gross amounts, etc.)

</details>

<details>

<summary>Can I switch from cash to accrual basis reports?</summary>

Yes. Digits fully supports both cash- and accrual-based accounting—**no toggle required**.\
Instead of switching views like QuickBooks, Digits gives you a **true general ledger**, allowing your team to book transactions exactly how you want. It’s flexible, professional, and designed for firms that customize accounting treatment at the client level.

For more details, see: [**Cash vs. Accrual in Digits**](https://help.digits.com/firms-agentic-general-ledger/cash-vs-accrual)

</details>

<details>

<summary>Can I use A2X to import Shopify or Amazon data into Digits?</summary>

Yes. While Digits does not yet have a direct integration with Shopify or Amazon, you can use **A2X** to aggregate your e-commerce activity. A2X creates clean summary entries that you can then **journal into Digits** for accurate revenue and COGS tracking.

</details>

<details>

<summary>Does Digits learn from my coding decisions?</summary>

Yes—Digits learns from the edits you make **within each specific client file**, improving future categorizations for that client.\
Learning is **not shared globally** across clients, ensuring each business gets tailored, file-specific intelligence based on your input.

</details>

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