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Level 1

From my banking section when i press add, instead of going into expenses it is saying the entry has been categorised. i am trying to add banking entries as expenses. How?

 
1 REPLY 1
QuickBooks Team

From my banking section when i press add, instead of going into expenses it is saying the entry has been categorised. i am trying to add banking entries as expenses. How?

Let's get these transactions categorised, Pbsigns1.

 

You'll have to change the accounts manually so you can categorise them into expenses. Here's how:

  1. Click Banking, then go to the Banking tab.
  2. Go to the For review tab.
  3. Select the transaction, then click the Categorise radio button.
  4. Under Category, select an expense.
  5. Select the supplier or customer.
  6. Click Add or Match.

Also, you can use bank rules to categorise transactions from your bank automatically. You can check this article for more information: Setup bank rules to categorise online banking transactions in QuickBooks Online.

 

Let me also include the reference on how to review downloaded transactions to guide you better: Categorise and match online bank transactions in QuickBooks Online.

 

Feel free to let us know if you have other concerns. We'll respond as soon as we can. Take care!