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I’m here to provide information and help you resolve this, Peter.
QuickBooks Online helps with your bookkeeping by suggesting an income or expense category. Since you’ve mentioned that the program auto categorized all your transactions, it means QuickBooks applied your rules after importing them.
You can follow the steps below to change the categories:
- Select Banking or Transactions from your left navigation menu.
- Click the Banking tab, then choose the appropriate bank account.
- Go to the For review tab, then tick the checkboxes of the transactions you'd like to categorize.
- Click the Update button.
- Select the correct category from the drop-down menu.
- When you're done, hit Apply or Apply and accept.
The "Paired to Another Payment" feature is money in into a credit card account and money out from the corresponding business checking account. It also handles them when you add credit card payments.
By default, QuickBooks shows the description in your list of transactions. You can enable the Show bank details option. This way, you can determine what transactions they are.
Here’s how:
- Go to Banking.
- Above the table, click the small Gear icon.
- Select Show bank details.
You can use this reference to learn more about handling downloaded transactions in the program: Categorize and match online bank transactions in QuickBooks Online.
Once everything is good, you can reconcile your account to ensure the amounts are accurate and balanced. The article includes steps to modify completed reconciliations and fixes.
Keep me posted if you need additional assistance in managing your transactions. I’m here to help. Always take care!
