I need to itemize my expenses into product/service categories. How do I do this from the bank/review section? As of now I have to do double entry work.

Hi there, @greveteam32.

We're unable to itemize your expenses into product/service categories in the For Review section. Though, you can categorize them per account.

Here's how:

1. Go to the Banking menu, then select Banking.
2. Click the transaction.
3. Under Category, select the account.
4. Once done, click Add.

I've included an article that'll help you in assigning and categorizing your transactions: Assign, categorize, edit, and add your downloaded banking transactions.

Fill me in if you have additional QuickBooks questions. I'll be around to help. Have a great day!

@greveteam32 

You may prepare your data in XLS and import them in bulk as Cash Purchase by TPI for Online

https:// transactionpro.grsm.io/qbo

The template should be like this