QuickBooksHelpIntuit
Categorise bank transactions in the QuickBooks Online app
by Intuit• Updated 11 months ago
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.
- From the Menu ☰, select Transactions.
- If multiple banks are connected, select the bank you want to work with.
- Select the transaction you want to categorise.
- 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
- Exclude a bank transaction you downloaded into QuickBooks Onlineby QuickBooks•4•Updated June 14, 2024
- QuickBooks Online app overviewby QuickBooks•1•Updated December 20, 2023
- Transfer app ownership or disconnect apps in QuickBooks Online and Accountantby QuickBooks•Updated August 27, 2024
- Review and update bank transactions in the QuickBooks Online appby QuickBooks•Updated over 1 year ago
- Disconnect an app in QuickBooks Online and QuickBooks Online Accountantby QuickBooks•Updated August 26, 2024