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Categorise bank transactions in the QuickBooks Online app

SOLVEDby QuickBooksUpdated March 24, 2023

Learn how to categorise bank transactions on your iOS or Android device.

You can quickly categorise bank transactions from any mobile device. In this article, we'll show you how.

  1. From the Menu ☰, select Transactions.
  2. If multiple banks are connected, select the bank you want to work with.
  3. Select the transaction you want to categorise.
  4. 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.
  5. Select Accept.

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