Transaction Categorization
Duration:
30 minutes
Transaction categorizing is the process of reviewing every income and expense in your accounts and assigning each one to the correct category so your financial reports are accurate, meaningful, and tax-ready. Proper categorization ensures your profit and loss statement reflects the true health of your business, helps you understand where your money is going, and keeps you compliant with IRS and state reporting requirements. It’s a crucial step in maintaining clean books, making smart financial decisions, and avoiding costly mistakes at tax time.
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