Bookkeeping overview

Bookkeeping is where the daily work happens: getting transactions into Assure Books and categorized correctly.

What this section covers

Page	What it answers
Getting transactions in	”How do transactions arrive — bank feed or import?”
AI categorization	”How do I review and confirm the categories Assure Books suggests?”
Checks, payroll, and journal entries	”How do I record a check, a payroll run, or a manual entry?”

All Transactions is the unified ledger view — every transaction across sources, filterable and searchable.

Lists — the chart of accounts and other reference data categorization depends on.
Review — the QA checks to run before closing a period.