How to Categorize Transactions (So Your Books Actually Make Sense)

Описание: Stop freezing up when you categorize transactions!

Most common bookkeeping errors aren't about technical accounting skill—they're about asking the wrong question. This video will change how you approach your Chart of Accounts and make financial reporting effortless.

Learn the proven methods to accurately categorize every expense and income item quickly so your financial reports give you clear, instant answers. We break down the real goal of categorization and reveal the simple, powerful mental models that pros use to save hours every month.

In this essential bookkeeping tutorial, you will discover:

The Three Buckets Rule (Asset, Liability, Equity) that simplifies how you view every transaction.
The Five Ways Money Moves—the mental shortcut that eliminates confusion.
Pro strategies for decoding messy bank descriptions and finding crucial categorization clues.
How to build a functional Chart of Accounts designed to answer your key business questions, not just satisfy accounting perfection.
Tips for using tags and notes to prevent category explosion in your bookkeeping software (like QuickBooks Online).
Turn your messy small business accounting into a useful dashboard. Watch now to master transaction categorization and ensure your books actually make sense.

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