In the import review, Choose categories later in Recorded books leaves the category decision for the subsequent accounting workflow. Use it when the source records are ready to import but their business purpose still needs review.
- Open the selected bank activity import review.
- Choose Choose categories later in Recorded books under Category for selected transactions.
- Verify the included records, then use Import transactions and inspect the per-record results.
Later means there is still work to do
The import does not answer the outstanding category question. Open Recorded books after completion and follow the available accounting review so the unresolved records do not become an overlooked backlog.
Import still follows the configured source accounting policy and checks book setup, permissions, and source holds. Choosing categories later is not a way to bypass those checks. If a transaction already has a current saved category, read the review’s explanation and outcome carefully rather than assuming every prior decision is discarded. Keep supporting documents and factual purpose notes available for the reviewer. The desired outcome is a traceable source record with a clearly identified next accounting step, not an unexplained account choice made only to finish the import.
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