Why Categorizing Transactions Is the Step to Financial Statements?

Описание: The misunderstanding

Just because your bank or credit card is linked to QuickBooks doesn’t mean your books are done. ⚠️

Your software pulls in data — but it doesn’t understand your business.

Uncategorized transactions = unclear reports.
And unclear reports = bad decisions.

When you categorize transactions correctly, you turn random data into a story — a story that shows where your money’s going, what’s working, and what’s draining cash.

At Insight Financial Group, we help six-figure businesses and nonprofits set up a clear system so every transaction lands in the right place.

If you skip this step, your financial statements won’t tell the truth — they’ll just tell part of the story.

That’s how people end up surprised by cash flow problems or missed deductions.

When your transactions are categorized accurately, you’ll finally see the big picture — and make decisions with confidence, not confusion. 📊

🎥 Ready to understand how to review your QuickBooks transactions?
👉 Watch our QuickBooks training video and see exactly what to look for.
https://www.youtube.com/live/CJV8PSh3...

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