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How do I change the, "category" on checks and deposits in the, "for review" section?

 
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QuickBooks Team

Re: How do I change the, "category" on checks and deposits in the, "for review" section?

Hi there, thorocleaning.

 

Thank you for posting here in the Community.

 

The categories in the For Review tab are directly tagged as Uncategorized Expense and Uncategorized Income. You have to manually change the category prior to adding your checks and deposits.

 

Follow the steps below:

 

1. On the left panel, select Banking.
2. Under For Review tab, click the specific transaction.
3. On the drop-down arrow under Category section, select account.
4. Click the Add button.

 

Feel free to read this article for adding, categorising, reviewing, and matching transactions from your bank to QuickBooks Online: Add and match downloaded banking transactions.

 

 

Please know that you're always welcome to post again if you have any other concerns. We’re always here to help. Have a good day!