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Categorize bank transactions in the QuickBooks Online app

by Intuit Updated 1 month ago

Learn how to categorize bank transactions on your iOS or Android device.

You can quickly categorize bank transactions from any mobile device. In this article, we'll show you how.

  1. From the Menu ☰ , select Transactions.
  2. Select the Bank you want to work with.
  3. Tap the transaction you want to categorize.
  4. For both iOS and Android, tap Category* and select the desired category.
  5. Tap Save.
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