cancel
Showing results for 
Search instead for 
Did you mean: 
quentin-berder
Level 1

I do not find a list of "category or match" items for the Banking items. How can I edit, add or remove this items?

 
2 Comments
SophiaAnnL
Moderator

I do not find a list of "category or match" items for the Banking items. How can I edit, add or remove this items?

The transactions were probably assigned to a different bank, quentin-berder. Let's go check if that's case. 

 

When this happens, that's when the Category or Match column won't recognize a match to the banking entries. You can manually look for a match though.

 

Here's how:

  1. From the Banking page, click the transaction which doesn't have a match.
  2. Select the Find Match radio button.
  3. In the Match transactions window, select the match.
  4. Click Save.

If there's still no match, I'd suggest excluding the transaction. This is to remove the entry from the For Review section. When they are moved to the Excluded tab, they will not be tracked as part of your financials in QBO.

 

You can also set bank rules to help you automatically memorize and categorize the downloaded transactions. For more details on how this works, you can refer to this article: How to set and use banking rules for downloaded transactions.

 

I'll be here if you need more help with online banking. 

quentin-berder
Level 1

I do not find a list of "category or match" items for the Banking items. How can I edit, add or remove this items?

Sure that makes sense. I will work more on the rules.

 

My question was more around how can I customize the "category or match" list. For example if I want to change the name "Advertising & Marketing" to "Analytics & Marketing" or just delete it from the list showing in the dropdown of "category or match" in the Banking screen.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up