Categorise bank transactions in the QuickBooks mobile app

Learn how to categorise bank transactions with the QuickBooks mobile app 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 ☰, tap Accounting, then tap Bank transactions.
2. Select the Bank you want to work with.
3. Select the transaction you want to categorise.
4. For both iOS and Android, tap Category* and select the desired category.
5. Tap Save.