Hello there, @wineguyatl. I’ll make sure everything will be sorted out for you.

Let's create a customer and vendor profile before categorizing transactions in QuickBooks. Make sure to register different names to avoid getting an error.

Here’s how to set up a Vendor:

1. Go to Vendors under Vendor tab.
2. Select New Vendor.
3. Complete the fields in the Vendor Information window.
4. Select Save.

Here’s how to set up Customer:

1. Go to Customers under Sales tab.
2. Select New Customer.
3. Enter your customer’s info.
4. Select Save.

You may generate a billable expense to link the expense to the customer's income. This article will serve as your guide. You can also choose an expenditure account from in the Category Section. 

Additionally, I added this article for your future references:

• Reconcile an account in QuickBooks Online.
• Categorize and match online bank transactions in QuickBooks Online.

 
Keep us posted for any additional queries managing customers and vendors in (QBO). I’m  just a post away.