How to Classify Transactions and Reconcile Bank Accounts in FreshBooks
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Tim Yoder of Fit Small Business shows you how to classify transactions from your live bank feed and reconcile your bank account in the fourth of five free FreshBooks tutorials. You can find all five FreshBooks tutorials at https://fitsmallbusiness.com/free-freshbooks-tutorials/
Get started with FreshBooks with a 30-day free trial or 50% off for three months: https://go.performi.com/goto/freshbooks-htctarbaif-youtube
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Chapters
00:00 Introduction
00:10 Step 1: Classify the expenses you imported from your bank account
03:53 Step 2: Match Imported Bank Transactions to FreshBooks Transactions
04:03 Matching cash outflows to expenditures
09:53 Match cash inflow to existing cash income
12:46 Highlight cash flows that are transfers, equity, or reimbursements of expenses
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