Categories

Hello there, JohnT15.

If you're referring to a Quicken account, I recommend contacting their Support Team for further guidance on finding and changing the categories in their platform.

However, if you're using QuickBooks Online, you can go to the Chart of Account page to review all the categories that exist in your bank feed. 

1. Go to the Transactions menu and select Chart of Accounts.
2. If you want to update, find the category you want to modify and click the Account History drop-down arrow. Then, select Edit.
3. Update all the necessary details.
4. If you want to create a new category, click New in the upper-right corner of the Chart of Accounts page.

Once done, you can create a transaction and apply the appropriate category or use it when organizing your bank data in the bank feed. 

You can  use these articles for more details:

• Categorise and match bank transactions.
• Set up bank rules to categorise online banking transactions.

Please let me know if you have more concerns about QuickBooks. I'll be around to help. 

Thanks  for your advice Sarahann,

The Intuit introductory  Q&A software led me to subscribe to the Sole Trader online solution and I understand that it is not possible to change categories in this. There is no option to chnage my subsciption anywhere in my account. Having spent hours trying to find solutions and going around in circle in Help menus  I must admit to being totally frustrated with Quickbook and I am considering cancelling my subscription.