Find, categorise, and edit transactions in QuickBooks Online
by Intuit•8• Updated 1 month ago
After you’ve connected your bank or downloaded your latest transactions, it’s key to double check that everything’s where it needs to be. Let us help you out with finding, categorising (viewing, matching, adding, and excluding), or editing your transactions from both QuickBooks Online and the QuickBooks Mobile App.
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Next steps
It's always a good idea to plan for every scenario. Learn how to fix common bank and transaction errors like duplicate transactions and transaction feeds that aren't updating.
To save some time in the future, you can set up bank rules to categorise online banking transactions in QuickBooks Online. The more QuickBooks uses your rules, the better it gets. After a while, it can even scan transactions and add details like payees!
Have any other questions for our team? If any of your questions were left unanswered, we'd love to hear them! Pop over to our QuickBooks Community's discussion on bookkeeping processes where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process. |
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