Hi there, cwh01-hotmail-co. I'm here to ensure your bill payments are categorised correctly.
Beforehand, I'd like to know if these bill payments are downloaded from your bank or credit card account and categorised in QuickBooks Online. This way, I can share the accurate steps to sort this out.
If so, let's go to the Categorised tab to view the bill payments. Then, you can review the Category column to see if the transactions are categorised correctly. I'll share the detailed steps below:
- Go to Transactions and then select Bank transactions.
- Select the tile for the bank or credit card account from which you downloaded the bill payments.
- Click the Categorised tab.
- Find the bill payments and review the categories.
- Place a checkmark beside the transactions that are incorrectly categorised.
- Hit Undo under the Action column.
For more details about making changes after reviewing your bank transactions, please see this resource: Unmatch downloaded bank transactions or move them to another account.
Once done, the downloaded transactions will return to the For Review tab. Follow the steps in this article to add the correct categories: Categorise online bank transactions in QuickBooks Online.
Additionally, I've added these resources to help you speed up the review process by automatically categorising your transactions for you and ensuring they match your bank and credit card statements:
I'll be right here to help if you need further assistance categorising your bank transactions in QuickBooks Online. Please don't hesitate to keep us posted on this thread or start a new one.
