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Welcome to the Community forum, @HJD-drywall! I’d be glad to guide you through the process.
First, could you clarify if the transactions you’re referring to are expenses that are manually created in your QuickBooks Online (QBO) account, or if they’re transactions downloaded from your linked bank account?
If you’re categorizing expense transactions that are manually created. Follow these steps:
- Navigate to the All apps menu, and select Expenses & Bills.
- Select the specific expense transaction you want to categorize.
- Review the transaction and choose the appropriate category.
- If you can’t find the category you need, you can create a new one by selecting Add New from the dropdown menu.
- Click Save and close to update the transaction and keep your records organized.
If you’re categorizing bank transactions:
- Navigate to the All apps menu and select Accounting.
- Click Bank transactions and choose the account you want to review.
- Select the For review tab.
- Review each transaction and either click Add to confirm the suggested category or select a new category from the dropdown. If needed, create a new category by selecting Add new category.
For more detailed steps, refer to this article: Categorize online bank transactions in QuickBooks Online.
On top of that, once you’re done categorizing your transactions, you can reconcile them to ensure your books match your bank records.
Please let me know if you have more questions or need further assistance. Feel free to reply below.
