Categorize bank transactions in the QuickBooks mobile app

Learn how to categorize bank transactions with the QuickBooks mobile app 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. Tap the Menu, then Accounting, then select Bank 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.