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Margin Machine
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Give each QuickBooks account a category

These are the accounts that carried money in the last QuickBooks read. Money books into your dashboard once its account has a category; until then the month waits and is not Final.

Back to SourcesQuickBooks connection and first report month
Brightline Studio, last read Sep 30, 2026 Every account has a category
Design projects Saved
Income account · 1 month with money
$35,050.19
Monthly retainers Saved
Income account · 1 month with money
$42,800.00
Advertising Saved
Cost account · 1 month with money
$1,329.13
Contract designers Saved
Cost account · 1 month with money
$6,931.67
Insurance Saved
Cost account · 1 month with money
$380.00
Merchant and bank fees Saved
Cost account · 1 month with money
$856.80
Office rent Saved
Cost account · 1 month with money
$4,200.00
Payroll, salaries Saved
Cost account · 1 month with money
$34,311.91
Professional fees Saved
Cost account · 1 month with money
$600.00
Software and subscriptions Saved
Cost account · 1 month with money
$1,650.00
Travel and meals Saved
Cost account · 1 month with money
$604.72

All saved. The next QuickBooks read uses these categories.

Saving reads QuickBooks again in the background. A month counts as Final only when QuickBooks shows it reconciled or its closing date covers it.

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