cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Unlock the full power of QuickBooks with our Training Classes - Discover more

Reply to Message

View discussion in a popup

Replying to:
JuliaMikkaelaQ
QuickBooks Team

Reply to Message

Hello there, @Dantheman6106. Let me share some information about the automatic categories in QuickBooks Online. 

 

When you forward a receipt or invoice from your supplier in QuickBooks Online (QBO), the system automatically recognizes the information and selects a category based on the details of the forwarded transaction to make it easier to categorize the transaction. However, if this isn't the one you want, you can change its category manually by following these steps:

 

  1. Click the Review button to examine the transaction details.
    2.png
  2. Select the appropriate category that fits the transaction in the Account/Category dropdown.
  3. Click Save and next or Save and close.
    1.png

 

By following these steps, you can ensure that the transaction is correctly categorized in QBO. 

 

In addition, you can match the receipts with the existing transactions in QuickBooks to make your account accurate. 

 

Let me know if you have other questions about managing categories on receipts or any queries with QuickBooks. I'll be here and willing to help. Have a great day!

Need to get in touch?

Contact us