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Jeff33S
Level 1

Manage categories for transactions ?

Is there any central location to manage or setup categories for banking transactions?  

 

Specifically expenses would be helpful

 

Thanks in advance.

1 Comment 1
ReyJohn_D
Moderator

Manage categories for transactions ?

I'm glad to have you here in the Community, @Jeff33S.

 

Yes, the Banking section is the main location where you can manage or set up categories for your banking transactions. Here's how:

 

  1. Go to the Banking menu, and then choose the For Review tab.
  2. Choose the transaction, and then click Categorize.
  3. Pick a name in the Payee field. In the Category drop-down ▼, select an expense category you've set up. If you haven't already, click Add New to create one.
  4. Hit Add to add them in the Categorized tab.
  5. Use the Undo option in the Action column to cancel accidentally added transactions.

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Check out this article for more info about matching and categorizing bank transactions in QuickBooks Online: Categorize and match transactions.

 

Also, you can go to the Banking and bank feeds section of this resource to learn more on how to manage your banking feeds: Community help articles.

 

Get back here in the Community if you have more questions about managing your banking feeds or other QuickBooks-related concerns. I'd be delighted to help you some more. Take care and have a great day.

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