Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I categorize a transaction to a specific job? I believe there should be a "customer" field when categorizing transactions, but that field is missing from my screen

 
1 Comment
QuickBooks Team

How do I categorize a transaction to a specific job? I believe there should be a "customer" field when categorizing transactions, but that field is missing from my screen

I'll help you categorize the transaction, Usermike. 

 

You can follow these steps:

  1. Click Banking.
  2. Go to the For review tab.
  3. Select the transaction, then click the Categorize radio button.
  4. Click the Customer/project drop-down arrow, then select the job.
  5. Categorize the transaction.
  6. Click Add or Match.

 

If you're still unable to see the field, this unexpected behavior can be caused by some browser hiccups. We'll perform some steps to fix it. Let's start with opening QuickBooks Online through an incognito window. It's the best place to identify web issues. Here are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you can see the missing field, go back to your regular browser, then clear the cache to refresh it. It prevents and fixes web issues.

 

Also, you can use a different browser to help us narrow the cause of this behavior.

 

I'll include the article on how to review downloaded transactions as a future reference: Categorize and match online bank transactions in QuickBooks Online.

 

You can get back to this thread if you need more of our help. Take care!

Need to get in touch?

Contact us