How to Categorize Transactions

Click on Bookeeping > Bank Transactions.

For Review Tab will show all transactions that AI has categorized.

For “Ready” or “Not Categorized” transactions, click on the Date, Description, or Amount to view transaction details. After completing your review, click on “Sync” to update QuickBooks.

You can check the synced transaction by clicking "SYNCED IN QUICKBOOKS". It will direct you to QuickBooks page.

“Not Categorized” Status: Transactions may not have been categorized yet or may require additional data for accurate classification, especially during the first month as the system has not been fully trained.