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usermike
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 1
Kristine Mae
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!

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