Wednesday, May 13, 2020

How to Categorize Transactions from Your Bank or Credit Card in QuickBooks Online


Once you’ve connected your bank account to online banking in QuickBooks, QuickBooks downloads your recent transactions every day. All you need to do is review each transaction, categorize them into the correct account on your chart of accounts, and then add them to QuickBooks.

Let’s go over how to review the transactions downloaded from your bank, how to categorize them, and how to add them to QuickBooks.

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