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Catogorize downloaded checks

 
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Moderator

Re: Catogorize downloaded checks

Welcome to the Community, drvanessachang.

 

You have an option to categorize the checks in the Banking page. You can also assign a payee, class, or location to each transaction as needed.

 

I'll show you how to review a downloaded transaction:

  1. Go to Banking on the left pane.
  2. Under the For Review tab, click the check that you want to categorize.
  3. Select the correct category.image.png
  4. Assign the needed details such as Vendor, Customer and Class.
  5. Hit the next transaction to save the changes.

For more insights on how to categorize a transaction, please check this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

In case you need details in matching a transaction, please visit this guide: 

Download, match, and categorize your bank transactions in QuickBooks Online.

 

Let me know about your success following the steps I provided. I’ll be right here if you need further assistance. Have a good one.

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