QuickBooksHelpIntuit
Categorize bank transactions in the QuickBooks Online app
by Intuit• Updated 11 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.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Review and update bank transactions in the QuickBooks Online appby QuickBooks•3•Updated over 1 year ago
- Categorize online bank transactions in QuickBooks Onlineby QuickBooks•674•Updated 6 days ago
- Reconnect your bank account in QuickBooks Self-Employedby QuickBooks•Updated April 08, 2024
- Categorize transactions in QuickBooks Self-Employedby QuickBooks•1•Updated April 08, 2024