Hi there, mattpenny63.
I understand how important it is to categorise your transactions accurately in the QuickBooks Online (QBO) App to comprehend and effectively manage your finances.
To get help quickly, please follow these steps to initiate a call to our support team. They will gather more details, provide a solution, and investigate further, along with adding you to the list of affected users. You will also be notified via email once the issue is resolved. To do so, here's how:
- Sign in to your QuickBooks Online company.
- Click on Help (?).
- In QB Assistant, type in the topic or question you need help with.
- Select Contact Us to connect with a live support agent in the Search tab.
- Select the preferred method of contact (phone or chat).
In addition, I will share these articles to assist you in reviewing the categorization process by automatically categorizing your transactions. Furthermore, it is important to regularly review your accounts in QuickBooks to ensure that the amounts match your real-life bank and credit card statements:
I hope that this information will aid you in initiating your task, mattpenny63. I'm always here to help if you need further assistance. Keep Safe!
