Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi there, @clive-twamalign-.
Thanks for coming to the Community! I'd be delighted to help you categorize those transactions properly.
To clarify, are they automatically added to QuickBooks? Do you have a bank rule created? Bank rules are a marvel and can save data entry time. It helps automatically confirm and add transactions for you. You can verify this by going to the Rules tab in Banking.
Here's how:
If QuickBooks already added the payments, you have the option to recategorize them by undoing them first from the Categorized tab.
Follow these steps:
Once done, these transactions will go back to the For Review tab, where you can reclassify them and make sure to put them in the correct accounts.
Please let me know how these steps help you out with categorizing your payments. I want to make sure your issue is resolved. I'm always here if you need further assistance. Have a great one!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here