QuickBooks HelpQuickBooksHelpIntuit

How to categorize transactions and set rules in QuickBooks Desktop

by Intuit•3• Updated 6 days ago

When you connect your bank or credit card with QuickBooks Desktop, you can see all of your business transactions that cleared your account in the Bank Feeds Center. This lets you review the transactions and either add them as new transactions or match them with something you’ve already recorded.

You can even set up rules to help you more quickly categorize the things you frequently spend money on.

QuickBooks Accountant Desktop PlusQuickBooks Desktop Enterprise AccountantQuickBooks Desktop Enterprise DiamondQuickBooks Desktop Enterprise GoldQuickBooks Desktop Enterprise PlatinumQuickBooks Desktop Premier PlusQuickBooks Desktop Pro Plus