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QuickBooks Online Tutorial: Categorizing dowloaded transactions (2022)

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Hector Garcia CPA

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To take an indepth Online Banking & Bank Reconciliations course with me go to:
http://bit.ly/onlinebankingcourse

Updated April 2021, Use Coupon BANKING50 before 3/31/2021 for 30% off the course.

Timelines:
00:00 Intro
02:02 Connect your bank, choose dates
05:07 Navigating Banking Screen
08:02 Categorize your first expense
20:11 Reviewing Automatic Rules
21:54 Categorize more expenses...
27:19 Split Transactions
28:34 Rules based on amounts
31:02 More categorization...
32:24 Transfers
34:26 Matching current transfers
36:10 Transaction grouping
44:30 Categorizing sales/income
47:50 Reviewing reports after categorizing
49:45 Missing Payee issues
51:39 Outro

Video on multiple credit cards with subaccounts:    • QuickBooks Online Tutorial: Connect a...  

Call our office 9544141524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary from $275 to $650) for first consultation depending on length and consultant required. Email Hector your questions [email protected]