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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
AileneA
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Hello, Toni.

 

We can go directly to your bank account, and from the Categorised tab, you can view the transactions assigned to the correct category. However, you can Undo the transactions if needed to modify them. Then, go to the For Review tab to categorize the transactions correctly.

 

Here's how:

 

  1. Go to the Transactions and select the bank account. 
  2. From the Categorised tab, you can view the category assigned to the specific transactions.
  3. If needed changes, click the Undo, and go to the For review to categorise it correctly. 
  4. Click the transactions and hit Add to categorise. 

 

 

 

 

 

 

 

 

 

 

Additionally, learn from this article how to categorise your bank transactions after you manually update your accounts: Categorise And Match Online Bank Transactions In QuickBooks Online.

 

If a transaction is missing, you can manually add it. For more information, you can refer to this article that will show you more information and detailed steps when uploading transactions: Manually Upload Transactions Into QuickBooks Online.

 

Let me know if you need more clarification or assistance by replying below. I'm more than happy to help you with categorising the transactions or any concerns in QuickBooks Online. Have a great day.