Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowSolved! Go to Solution.
Hi there, @Corlea.
Allow me to provide some insights about categorizing your bank transactions in QuickBooks Online.
At this time, being able to automatically categorize receipts and transactions isn't available in QuickBooks Online. You'll need to do this manually since the program can't recognize the information on the receipts.
However, you can automatically categorize the downloaded bank entries by utilizing the Bank Rule feature in the system. Here's a link that will give you more details on how to perform this process: Learn how to use bank rules to automatically categorize transactions from your bank.
Please know that our developers are continuously finding and considering new functions to be added to the program to meet your business needs.
You may visit our QuickBooks Online blog site regularly, to stay in the loop with our recent happenings including product enhancements.
Lastly, I'm adding here some links that you can scan through about reviewing and matching your bank transactions in QBO including the receipts:
Let me know if there's anything else that you need about this or with QuickBooks. I'll be around to lend a helping hand. Have a good one!
Hi there, @Corlea.
Allow me to provide some insights about categorizing your bank transactions in QuickBooks Online.
At this time, being able to automatically categorize receipts and transactions isn't available in QuickBooks Online. You'll need to do this manually since the program can't recognize the information on the receipts.
However, you can automatically categorize the downloaded bank entries by utilizing the Bank Rule feature in the system. Here's a link that will give you more details on how to perform this process: Learn how to use bank rules to automatically categorize transactions from your bank.
Please know that our developers are continuously finding and considering new functions to be added to the program to meet your business needs.
You may visit our QuickBooks Online blog site regularly, to stay in the loop with our recent happenings including product enhancements.
Lastly, I'm adding here some links that you can scan through about reviewing and matching your bank transactions in QBO including the receipts:
Let me know if there's anything else that you need about this or with QuickBooks. I'll be around to lend a helping hand. Have a good one!
Thank you BettyJaneB!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.