How to categorize bank & credit card transactions in QuickBooks Online

There is an updated version of this video. Watch here: youtu.be/FV4OaxkdLk0

Once you’ve connected your bank account to online banking in QuickBooks, QuickBooks downloads your recent transactions every day. All you need to do is review each transaction, categorize them into the correct account on your chart of accounts, and then add them to QuickBooks.

Let’s go over how to review the transactions downloaded from your bank, how to categorize them, and how to add them to QuickBooks.

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