video1.0<iframe src="https://www.loom.com/embed/ec89fdd8e44c424b9fd164bfbacde832" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ec89fdd8e44c424b9fd164bfbacde832-9898bea4aeb7bda7.gif802.795In this Loom, I walk you through categorizing and accounting for every transaction in the Transactions tab, outside of channel deposits. I recommend creating saved filters by account and by vendor, then using the Unlocked view so you can see what is left to work on for the month. For each credit card or trust transaction, make sure it has a category and the accounting field, and use built in Payables and Vendors or Receipts matching and split when needed. I also cover when to mark reimbursable expenses, and when booking matched items should not be filled with an accounting field. The main action I want you to take is to categorize, match, and lock your remaining unlocked transactions.