How to categorize transactions in QuickBooks Online

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Once you’ve connected your bank account to online banking in QuickBooks, QuickBooks downloads your recent transactions every day.

Let’s go over how to review the transactions downloaded from your bank and how to categorize and confirm them so your books are accurate.

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[Thisissalsa]

"Confirm" and "Review" are not on the online version.

[xefcdvh]

THE ONLINE CATEGORIZING PROCESS IS MUCH MORE TIME CONSUMING VS THE DESK VERSION

[JoAnneMroziak]

Does this allow a Class to be assigned when reviewing the transactions? Is that option available under the Gear icon?

[muhammadatifbutt]

Perfect. Sir, I wanna learn. Please suggest to me the complete course playlist. I don't know where I should start. Please reply to me. Or send me the link to the complete course of QBO.

[moderndwellingsofGeorgia]

Was this in Business View? Where's the video if you're using Accountant View?

[Thisissalsa]

My screen does not show "confirm" or "review" but simply says "Add". Why is this?

[wguhkkv]

hey, if we enter sales invoices and then categorize receipts as sales it will be dual sales account so how we can fix this

[hillfortherstudios]

This UI doesn't look anything at all like mine does.

[CarsynnCosta]

If I download my credit card transactions, am I able to enter the invoice for that credit card transaction?

[lifecoach]

If forget to put in assets, how would you add fixed assets

[shannonshaw]

Which QB Online Plan is this? I need one that allows making purchase billable to customer

[jkartz]

is quickbooks available for indian users?

[owenkellogg]

It's been ten months and somehow this is already out of date. My screen looks nothing like this. Waste of time, thumbs down.

[adamchandler]

My screen does not show "confirm" or "review" but simply says "Add". Why is this?