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January 23, 2021
Question

In QBO, there is a banking page where you categorize your transactions, I do not see this in the app. How do I access it?

  • January 23, 2021
  • 1 reply
  • 0 views
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1 reply

Rose-A
Level 10
January 23, 2021

Yes, there's a banking page in the QuickBooks Online app where you can categorize your transactions and I'd be glad to show you how, alissa2.

 

You can access the banking page from the Menu section and categorize your transactions from there.

 

Here's how:

 

  1. Click Menu  and choose Transactions.
  2. If multiple banks are connected, select the bank you want to work with.
  • iOS: Select the Class it belongs to.
  • Android: Select the category icon, then choose a category.
  1. Select Accept.

 

If you still can't access this page, performing the recommended basic troubleshooting steps will resolve the issue. Let's clear the application's cache files. Here's how:

 

For iOS:

 

  1. Go to Settings and click Setting General iPhone Storage.
  2. Choose an app that's taking up a lot of space.
  3. To free up the storage without deleting the documents and data for the app, hit the Offload App.

 

For Android:

 

  1. From your device's Settings, select Apps (varies by device).
  2. Choose the QuickBooks app from the list
  3. Select Storage
  4. Hit Clear Data.

 

Once refreshed, restart your mobile phone, logged back in, and check your invoice amounts. If you get the same result, uninstall and reinstall the QuickBooks Online mobile app.

 

Additionally, you can visit this write-up: Compare mobile app features. It provides you more information on what options you can access on the customer side as well as a chart to easily compare feature availability on supported devices.

 

Should you be unable to categorize your statements after following the steps, I suggest using a web browser in the meantime.

 

If I can be of any more assistance, please feel free to comment again. I want to ensure your transactions are accurate and categorized. I will be here to help. Take care, and enjoy the rest of your day.