Welcome to QuickBooks, samiarockson91. Once your bank transactions are uploaded in QuickBooks, you can easily categorise them on the Transactions page.
Once uploaded you can review your downloaded transactions for accuracy and select the Type column header to sort your Business and Personal transactions. For any transactions with the wrong or missing category, select the entry in the Category column that you want to change, then use the dropdown to choose a category that best describes the reason for the transaction.
You can also read this article to get familiar with some of the main features of QuickBooks: Getting started with QuickBooks Sole Trader Plus.
If you have further questions, feel free to reply. We’re here to help.
