cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Bl Acct Bl Transferred to Uncategorized Asset $942.02 Transfer why does it show transfer I want it to say ad.

 
1 Comment
Highlighted
Moderator

Bl Acct Bl Transferred to Uncategorized Asset $942.02 Transfer why does it show transfer I want it to say ad.

Let's categorize these bank transactions correctly, accounting298.

 

The Transfer transactions in the Banking page are the ones neither recognized as income or expense. Aside from the Transfer option, we can also Add or Match those transactions.

Here's how to do it:

  1. In the Banking page, go to the For Review section.
  2. Click the bank transaction you want to categorize.
  3. Select the Add radio button.
  4. Enter the correct Vendor/Customer, Category and other necessary details.
  5. Click the Add button.

To know more on how to categorize the bank transactions, you can visit this link: Match and categorize bank transactions in QuickBooks Online.

 

If you've accidentally transfer, add, or match a bank transaction without categorizing, you can always Undo it. You can use this link for reference: Unmatch or move bank transactions after reviewing them.

 

You can always get back to us if you have additional questions about the steps. Have a great day!

Need to get in touch?

Contact us