Great to see you here in the Community forum, @CaitPHG. I'm here to ensure you can categorize your bank transactions in QuickBooks Online (QBO).
QuickBooks automatically detects if the transactions are related to something you've already entered. If the matched transactions are match correctly to what you have entered in QuickBooks, then you can Match it to avoid duplicates.
If it doesn't match the correct transactions you've entered in QBO, you can select Find Match to look for the accurate transactions. However, if QuickBooks didn't find the correct match, then you can select Categorize to add it as a brand new transaction.
For more information about categorizing and matching your bank transactions in QBO, please refer to this article: Categorize and match online bank transactions in QuickBooks Online.
Also, I'd recommend reconciling your accounts every month. This will help you manage your expenses and detect any possible errors accordingly. For the step-by-step guide, kindly visit this article: Reconcile an account in QuickBooks Online.
Please keep me posted if you have other banking concerns in QBO. You can leave a comment below, and I'll gladly help. Take care, and I wish you continued success!
