Categorize Transactions in QuickBooks Online

Review and categorize downloaded bank transactions using AI suggestions, vendor matching, split transactions, and automated rules to maintain accurate financial records.

💸 Free⏱️ 25 min saved✅ 21 runs

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows QuickBooks Online sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Access downloaded bank transactions

Step 2Select customer or vendor for each transaction

Step 3Choose the appropriate category for the transaction

Step 4Review vendor history and AI category suggestions

Step 5Change transaction type when needed

Step 6Split transactions across multiple categories

Step 7Match downloaded transactions to existing records

Step 8Find alternative matches for incorrect suggestions

Step 9Add attachments and receipt images

Step 10Add memo notes for transaction context

Step 11Post categorized transactions to QuickBooks

Get started with Trinity

What happens when you click "Start with Trinity"