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jc53
Level 1

If ZellePay and Venmo payments to my staff that are coming up under the "for review" tab as Uncategorized assets. How do I change them to the appropriate category?

 
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Best answer April 01, 2020

Best Answers
Catherine_B
QuickBooks Team

If ZellePay and Venmo payments to my staff that are coming up under the "for review" tab as Uncategorized assets. How do I change them to the appropriate category?

I'll show you the easy steps on how to categorize bank downloaded transactions, jc53. 

 

We'll just have to click on the transaction to show more of its details. Let me show you how:

  1. From the Banking page, select the bank where the payment came from. 
  2. Click on the transaction. 
  3. From the Category drop-down, select the correct account. 
  4. We can either click Add or to if you want to match it after categorizing, click the Find match option. 

Once we've added or matched the transactions, they're moved to the Reviewed tab and are already shown in our register. You can check out this article that will give us further details on how to handle bank downloaded transactions. Bank rules are also let's us automatically categorize transactions. 

 

I'm always here if you need more help. Keep safe and take care!

View solution in original post

1 Comment
Catherine_B
QuickBooks Team

If ZellePay and Venmo payments to my staff that are coming up under the "for review" tab as Uncategorized assets. How do I change them to the appropriate category?

I'll show you the easy steps on how to categorize bank downloaded transactions, jc53. 

 

We'll just have to click on the transaction to show more of its details. Let me show you how:

  1. From the Banking page, select the bank where the payment came from. 
  2. Click on the transaction. 
  3. From the Category drop-down, select the correct account. 
  4. We can either click Add or to if you want to match it after categorizing, click the Find match option. 

Once we've added or matched the transactions, they're moved to the Reviewed tab and are already shown in our register. You can check out this article that will give us further details on how to handle bank downloaded transactions. Bank rules are also let's us automatically categorize transactions. 

 

I'm always here if you need more help. Keep safe and take care!

View solution in original post

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