QuickBooksHelpIntuitCategorize bank transactions in the QuickBooks Online mobile app
by Intuit• Updated 2 months ago
Learn how to categorize bank transactions on your iOS or Android device.
You can quickly categorize bank transactions from any mobile device. In this article, we'll show you how.
- From the Menu ☰ , select Transactions.
- If multiple banks are connected, select the bank you want to work with.
- Select the transaction you want to categorize.
- Depending on your mobile device:
- iOS: Tap > beside a field then select an option. Select Accept.
- Android: Under Category, tap >. Select a category and then select Confirm.
- Select Accept.
More like this
- Connect bank and credit card accounts to QuickBooks Onlineby QuickBooks
- Categorize online bank transactions in QuickBooks Onlineby QuickBooks
- Set up bank rules to categorize online banking transactions in QuickBooks Onlineby QuickBooks
- Change the deposit bank account for QuickBooks Paymentsby QuickBooks
- Categorize money transfers in QuickBooks Self-Employedby QuickBooks