QuickBooksHelpIntuit
Categorise bank transactions in the QuickBooks Online app
by Intuit• Updated 9 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
- Set up bank rules to categorise online banking transactions in QuickBooks Onlineby QuickBooks•424•Updated June 24, 2024
- Categorise online bank transactions in QuickBooks Onlineby QuickBooks•524•Updated July 30, 2024
- Enter and manage bills and bill payments in QuickBooks Onlineby QuickBooks•653•Updated 2 weeks ago