Categorizing Expensese by Donor

I know a way that can let us categorize expenses by Donor, @Meghan B.

The Track expenses and items by customer may be turned off in your account and settings. This could be the reason why you're not seeing the drop-down when categorizing donors. Follow the steps below to turn on this feature:

1. Go to the Gear icon.
2. Under your company, select Account and Settings.
3. Hover on to the Expenses tab.
4. Toggle the button beside Track expenses and items by customer.
5. Hit Save.

This will be able to add a drop-down list for donors. Refresh the banking page and we're all set. 

Just in case you want to automatically categorize your bank transactions, you can utilize the bank rules feature in QuickBooks Online. With this, you don't need to categorize them manually.

Please know that I'm just a reply away if you need any further assistance managing your bank transactions. Have a good one.

Thank you for the information, I was successfully able to find and add the feature!

Hello there, Meghan.
 

We're delighted to hear that the steps shared by my colleague were able to help you categorize your expenses in QuickBooks Online (QBO). If you have any further QuickBooks-related concerns, please don't hesitate to swing by the Community. We're always around to help. Stay safe, and have a great rest of the day!