QuickBooks Tutorial and Tips - Let's categorize some transactions!

Hello, I'm Dave from ENGAGE CPAs. For the past decade, I've been immersed in QuickBooks Online daily, working with hundreds of companies—sometimes dozens in a single day—to help our clients optimize their books and prepare for tax planning and business meetings.

Today, I'm thrilled to introduce you to the FrostSafe LLC demo QuickBooks Online account. This walkthrough is designed to give you a comprehensive overview of how to categorize transactions in QuickBooks Online, a crucial skill for maintaining accurate financial records.

In this video, we'll explore:
~The importance of proper transaction categorization
~Step-by-step guidance on categorizing different types of transactions
~Tips and best practices for efficient and accurate categorization
~Common pitfalls to avoid when assigning categories

Whether you're new to QuickBooks Online or looking to refine your categorization skills, this guide will help you master this essential bookkeeping task. Let's get started with categorizing some transactions!

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