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MorganB
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Thanks for joining this thread, RCNaz.

 

I want to make sure you're able to get your transactions categorized and reconciled in QuickBooks Online.

 

In this instance since you mentioned the transactions had downloaded from your bank and added to QBO, I recommend "undoing" them first. Once you've done that, you'll be able to re-add them with the correct categorization. Here's how:

 

1. Hover over the Transactions tab in the left navigation menu and click Bank Transactions.

2. On the Transactions page, select the Categorized tab.

3. Check the boxes for the transactions in question and click Undo.

4. The transactions are then moved back to the For Review tab. Here you'll be able to make any necessary edits and then re-add them to the register.

 

Here's a visual of how this will look in your account:

 

The following article provides additional details about categorizing online bank transactions in QuickBooks Online.

 

With this info you'll be able to correctly categorize your transactions to make reconciling your accounts easier. Please feel free to reach back out if you have any other questions. I'll be here to lend a hand.

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