How do i find my categories for my transactions?

I'll walk you through where we can find categories for transactions, Stitt-Amanda.
 

First, if we manually add a transaction with the category details, we can find the categories by following these steps.

1. Go to the Expenses menu.
2. In the Expenses tab, click the small Gear icon.
3. Tick the Category box.
   

On the other hand, if we're trying to categorize bank transactions, these are the steps to follow.

1. Go to the Banking menu.
2. Within the Banking page, select the For review tab.
3. Click the transaction you need to categorize. We'll see the categories in the Category* field.
4. Select one category.
5. Then, Add.
   

All categorized transactions will appear in the the Categorized tab. 

Also, let's check out these articles for more tips and guides about handling transactions in QuickBooks:

• Categorize and match online bank transactions.
• Set up bank rules to categorize online banking transactions.

Do you need more of my assistance? Please don't hesitate to post more if you have questions about categories and finding other information within your QuickBooks Online account. Take care and stay safe.

 Hi stitt-amanda,

Hope you’re doing great. I wanted to see how everything is going about finding categories of your transactions. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

How do I get my bank transactions categorized in sales, to show up in my sales tab?

Let me show you how to categorize transactions to show on your Sales tab, @SpaceBlvd.

Your transaction will show in the Sales tab when it's manually recorded or matched in QuickBooks.

If you add a bank transaction into QuickBooks, it will automatically shows in the sales category.

If you matched the downloaded transaction with one you already entered, make sure that the items associated in the transaction are set to the sales account. To proceed, we can review them in the product info of the items and correct them if necessary.

Here's how:

1. Go to Settings ⚙ and choose Products and services.
2. From the Action column of the appropriate item, click Edit.
3. Make sure to select the sales account.
4. Click Save and close.
   
   

Additionally, let me share these relevant articles to help manage your bank transactions in QuickBooks:

• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Don't hesitate to comment below if you have further concerns with categorizing banking transactions in QuickBooks. I'm always around to help. Keep safe!