Overview

We prefer you let us categorize your transactions for you. This service is already included in your subscription Collective. Click here to learn how to work with the accounting team.

If you really prefer to categorize yourself, here are some helpful links.

Action

  1. Categorize transactions as income, expense, transfers, or balance sheet items.

  2. Short video by QuickBooks on categorizing business transactions.

  3. Longer guide by Collective on categorizing business transactions.

  4. Longer guide by QuickBooks on categorizing business transactions.

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