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Bank Transactions

  • How to Categorize Transactions
  • What does Synced/ Matched Transactions Look Like in Quickbooks
  • Transaction Categorization & Auto-categorize
  • How to Import Transactions
  • “Sync Now” in Bank Transactions
  • “Undo Exclusion” in Bank Transactions
  • Undo Sync/Match in Bank Transactions

Categories

  • Accrued Expenses
  • Financial Accounts and Other Platforms
  • Open Items
  • Bank Connections
  • Bank Transactions
  • Chart of Accounts
  • Documents
  • Fixed Assets
  • Get Started with Truewind
  • Organization Settings
  • Prepaid Expenses
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