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Why Large Transactions Deserve Your Attention
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Large transactions demand attention, whether they're mistakes, unusual purchases, or significant business decisions. For predictable expenses such as rent or insurance, automate recurring transactions in QuickBooks. The software will generate these transactions on the correct dates with accurate categories, requiring only your approval when matched with actual bank transactions. Ensure vendors and customers are set up properly from the beginning, including tax IDs, addresses, payment terms, and default categories. This setup ensures efficiency and consistency.

Every Monday, dedicate just five minutes to a weekly quick check in QuickBooks, as David does. Review transactions needing manual categorization, approve correct automatic categorizations, and spot obvious errors or duplicates. During this quick check, focus on unusual transactions, incorrect amounts, or unfamiliar vendors to prevent problems from escalating.

Learn more at bookkeepingcoach.net/.
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RYD date created : 2025-10-07T17:54:32.967751Z
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