9/18/25 Recording Transactions & Categorizing Income/Expenses

This is where most bookkeepers get stuck — and where we get you unstuck. In this session, we focus on how to correctly record business transactions and accurately categorize income and expenses in QuickBooks. You’ll learn how to post transactions based on account type, tax impact, and the nature of the transaction — not just guesswork.

This class helps you build confidence and speed while avoiding costly errors in your clients’ or your own books. Whether you're entering transactions manually or using bank feeds, you’ll know what to look for and how to categorize everything properly.

🔸 Topics Covered:
• Recording income from services, products, or mixed streams
• Categorizing contractor payments, reimbursements, and vendor expenses
• Understanding business vs. personal transactions
• Handling transfers, credit card payments, and loan activity
• Using QuickBooks Rules to streamline categorization
• Fixing transactions that were recorded incorrectly
• How to review for red flags in categorized activity

🔸 Best for:
• Bookkeepers managing multiple business types
• Tax pros dealing with client transaction errors
• Entrepreneurs tracking their own finances
• Admins and assistants helping with transaction entry and reviews

You'll walk away with a structured, simplified process that improves the accuracy of your books — and your confidence in your work.