I'd be glad to provide clarification on how to add attachments while categorizing transactions in QuickBooks Online through the app, Hersheykj.
Currently, adding attachments directly in the categorize section through the QuickBooks mobile app is unavailable. However, you can upload this attachment by logging into your QuickBooks Online account through a web browser, ensuring your records are organized.
Here are the steps to get started:
1. Log in to your QuickBooks Online account using a web browser.
2. Once logged in, click on Transactions, then select Bank Transactions.
3. In the For Review section, choose the transaction you want to categorize.
4. Under Bank Details, click on Attachments.
5. Browse and select the document you wish to attach.
6. Click Open, then select Save.
After you finish adding attachments, you can proceed with categorizing your bank transactions to ensure that your financial reports are accurate.
Additionally, you can check this article to review your accounts in QuickBooks and ensure they match your bank and credit card statements: Reconcile an account in QuickBooks Online.
Following these steps will help ensure your records are complete and easily accessible. If you need further assistance, please leave a comment below. Have a great day!
