Hey, Rosy. Handling those transactions should be easy. I’m ready to help you get everything in order.
Properly categorizing your expenses is crucial as it keeps your financial records accurate. Follow these steps in locating these uncategorized expenses:
- Login to QuickBooks.
- Navigate to the Banking or Transactions menu.
- Search for Uncategorized Expenses. Use filters or the search bar to look for Uncategorized Expense.
- Click on the uncategorized transaction to edit.
- Update the Category. Select the appropriate account category from the list.
- Save your changes once done.
For precise categorization, it's always a great idea to consult your accountant. If you don't have one, no worries! Head over to the QuickBooks ProAdvisor site to find a pro near you.
In the future, to keep your books balanced and to ensure that all transactions are matched correctly. Consider reconciling your accounts regularly. This Community article provides a step-by-step guide to help you: Reconcile an account in QuickBooks Online.
Don’t hesitate to reply if you need further assistance. I’m here for you, and I’m happy to help, and so is our friendly community.
