Selecting a specific category in the import review can offer Import and prepare category. The sheet explains that the desired category preparation remains separate until you explicitly apply it in Journals.
- Choose the category supported by every included transaction’s purpose.
- Review the selected records and exclude any exceptions.
- Complete the import and preparation, then inspect the result and apply the prepared choice through Journals when appropriate.
Prepared and applied are different outcomes
A result that says Desired category preparation identifies what is ready for a later action. It does not mean the applied ledger category has already changed. The current accounting treatment remains separate until that explicit application.
This distinction matters when checking reports immediately after import. Read the per-record messages rather than relying only on the button’s completed label. If the source or accounting record changes, an earlier preparation can become stale and require a new review. Avoid making a second import to force the desired account into the books. Open the existing record and follow its current preparation or correction workflow so the source history and accounting trail remain connected.
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