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We'll have to categorize them as expense transactions, manudeburtz.


There are ways on how we can do it. If the transactions are on the Reviewed tab, we'll have to undo them. This way, it will go back to the For Review tab, and then recategorize the transactions as an expense. Here's how:


  1. From the Banking tab, select Banking.
  2. Go to the Reviewed tab.
  3. Select the transactions.
  4. Click Undo, and then Continue.
  5. Go to the For Review tab.
  6. Select the transactions, and then click the Batch actions button.
  7. Select Modify Selected.
  8. Select the category.
  9. Click Apply and add.


If the transactions are manually entered in QuickBooks, we can either categorize them manually or let your accountant do the categorization one time.


Here's how:


  1. From the Accounting tab, select Chart of Accounts.
  2. Select the bank account.
  3. Select the transaction, and then click Edit.
  4. Select the category.
  5. Click Save, and then Yes.


Once categorized, you can now match and reconcile the transactions.


Please let me know if there's anything else you need. Thanks for dropping by and stay safe!

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