Question: When should you use the categorize option for a transaction in the bank feed? When there s no existing record of the transaction elsewhere in
When should you use the categorize option for a transaction in the bank feed?
When theres no existing record of the transaction elsewhere in the clients QuickBooks account
When QuickBooks has suggested a match
You should never do thisQuickBooks will always have a recommendation
You should never do this; transactions should always be categorized earlier in the workflow
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