Welcome to the Community, foxstays-gmail-c.
If you're referring to categorizing bank transactions, you can do so from your For review screen.
Here's how:
- In the left navigation bar, go to Transactions, then Bank transactions.
- Access an account you want to review.
- Open your For review tab.
QuickBooks downloads transactions to the For review screen, then suggests categories for each transaction. You can review them one by one. If a transaction has an Add button, click it if its suggested category is correct. You can also change your transaction's category by choosing one from the drop-down list, or adding a new one. In the event a transaction says Review, hit it and pick a category, or add a new one, then select Confirm.
When a transaction already exists in QuickBooks, you may have an option to match or view multiple matches.
You can learn more about categorizing transactions in our Categorize online bank transactions article.
When categorizing in the mobile app, your steps will be a bit different:
- From your Menu (☰) screen, go to Transactions.
- If multiple banks are connected, access a bank account you're working with.
- Open a record you want to categorize.
- If you're using an Android device, under Category, tap >. In the event you're using an iOS device, under Add to QuickBooks, tap >.
- Select Accept.
If your screens still aren't functioning like they should, and you're being sent to the top of the page after clicking out of a record while categorizing transactions, I'd initially recommend troubleshooting your browser and confirming that you meet each of our system requirements.
In the event it continues occurring after troubleshooting, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.
Please don't hesitate to send a reply if there's any questions. Have an awesome Friday!
