Chart of Accounts
How to Categorize Calendly in QuickBooks (and Xero)
Calendly posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-seat billing prorates mid-cycle. Annual prepays deduct in full under the 12-month rule.
9 min
Current work
SDO CPA LLC
Experience
18 years of experience
Bobby Huang is a partner at SDO CPA. 18 years of hands-on bookkeeping. He still reconciles real client books and built Growthy from the same review-and-approve work bookkeepers do each week.
Published Articles
How to Categorize Calendly in QuickBooks (and Xero)
How to Categorize Figma in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Figma in QuickBooks (and Xero)
Figma posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-editor billing means a free viewer who edits can jump your bill mid-cycle. Annual prepays deduct under the 12-month rule.
9 min
How to Categorize Zoom in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Zoom in QuickBooks (and Xero)
Zoom posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Zoom Phone is telecom, not software; Zoom Rooms hardware capitalizes separately. Annual prepays deduct under the 12-month rule.
8 min
How to Categorize Slack in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Slack in QuickBooks (and Xero)
Slack posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Fair Billing credits are a contra-expense, not income. Annual prepays deduct in full under the 12-month rule.
9 min
How to Categorize Salesforce in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Salesforce in QuickBooks (and Xero)
Salesforce posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Annual prepay is usually deductible in full under the 12-month rule, not auto-capitalized. Multi-cloud bundles split by product.
9 min
How to Categorize Notion in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Notion in QuickBooks (and Xero)
Notion posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-seat billing charges only paid members; Notion AI stays an add-on. Annual prepays deduct under the 12-month rule.
10 min
How to Categorize Mailchimp in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Mailchimp in QuickBooks (and Xero)
Mailchimp sits in Software/Dues & Subscriptions or Advertising, Schedule C Line 27a or Line 8. No 1099 (Intuit is a corporate payee). Pick a bucket and keep it consistent.
10 min
How to Categorize HubSpot in QuickBooks (and Xero)
Chart of Accounts
How to Categorize HubSpot in QuickBooks (and Xero)
HubSpot posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. The real call is Software vs. Advertising for Marketing Hub. Annual prepays deduct in full under the 12-month rule.
9 min
How to Categorize GitHub in QuickBooks (and Xero)
Chart of Accounts
How to Categorize GitHub in QuickBooks (and Xero)
GitHub posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Copilot rides the base line; metered Actions/Codespaces can shift to Cloud Services. Annual prepays deduct under the 12-month rule.
9 min
How to Categorize Dropbox in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Dropbox in QuickBooks (and Xero)
Dropbox posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Dropbox Sign bills separately but stays Software. Annual prepays deduct in full under the 12-month rule.
9 min
How to Categorize Docusign in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Docusign in QuickBooks (and Xero)
Docusign posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Envelope overages are still Software, just variable. Annual prepays deduct under the 12-month rule.
10 min
How to Categorize Canva in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Canva in QuickBooks (and Xero)
Canva's subscription posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099 (foreign payee, W-8BEN-E). Canva Print is a tangible good, split separately. Annual prepays deduct under the 12-month rule.
11 min
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