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April 16, 2020
Question

How do I recategorise my venmo and bank transfers correctly?

  • April 16, 2020
  • 1 reply
  • 0 views
No text available

1 reply

IamjuViel
Level 8
April 16, 2020

Hello, @davidarmitagegol.

 

You can change the category of your downloaded Venmo transactions and bank transfers in your register. 

  1. Go to the Accounting menu.
  2. Choose the Chart of Accounts tab.
  3. Locate the account where the transactions were recorded.
  4. From the Action column, click the View Register link.
  5. Search for the transaction you want to recategorize.
  6. Click the transaction to see its complete details.
  7. Select the new category from the drop-down below the payee field.
  8. Click Save

However, if the transactions were not yet added in QuickBooks, you can change the category in the Banking page.

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Select the bank account where the transactions are recorded.
  4. Pick the For Review tab.
  5. Search for the transaction you want to re-categorize.
  6. Expand the transactions to view its complete details.
  7. Change its category.
  8. Click Add.

Screen Shot 2020-01-22 at 2.36.53 PM.png

Here are some resources that can help guide you more about downloading your transactions in QuickBooks:

Always feel free to swing by here if you have other questions. I'm always here to help.