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Experienced Member

Can someone help me with categorizing a bank transfer?

 
1 Comment
QuickBooks Team

Re: Can someone help me with categorizing a bank transfer?

Hello there, @nyla.

 

Thank you for posting here in the Community. I can help you in categorizing your bank transfers.

  1. Click Banking.
  2. Choose the Banking tab.
  3. Under the For Review tab, click the Bank Transfer transaction.

There are specific fields you may have to fill out: 

  • Select Payee field- you have to select a customer or vendor/vendor name.
  • Category field- select a category, or select a more specific Category for entries listed as Uncategorized Income or Uncategorized Expense.
  • Class/Location field- select the appropriate class or location if needed.

Once done, you can already add the transaction into QuickBooks. If in case you added the transaction without entering those information, you can still edit them through the register.

 

For in-depth information, please refer to this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

Let me know if there's anything else you need or if you have other banking questions. I'm still here to help you more.