Let's work together in troubleshooting the issue with categorising transactions in QuickBooks Online (QBO), Michael.
We can begin by accessing your account through your browser's incognito mode. This step is essential, as this could be an issue related to your browser. Sometimes, an outdated cache in your browser can cause misbehavior in the program, resulting in you seeing only 5 or 6 categories when categorising transactions. Please refer to the following keyboard shortcuts based on your browser type:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If this fixes the issue, proceed to clear the browser's cache his process will help the program run optimally. Additionally, I recommend using other supported browsers to ensure everything works as expected.
Moreover, you can utilize bank rules to speed up the process of categorizing your bank transactions.
Furthermore, here's an article to help you reconcile an account after categorising and matching them inside QuickBooks: Reconcile an account in QuickBooks Online.
Keep us posted if you have further questions about categorising transactions in QBO. I'll be of help. Best regards.
