How to Categorize Transactions in QuickBooks Online (Step-by-Step)

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This QuickBooks Online tutorial walks you categorizing a full month of REAL-WORLD transactions, with receipts and reconciliation as part of the process.

Here's what you'll learn:

First, you'll see how to import transactions from your bank, credit card, or even manually.

Next, you'll learn how to categorize bank transactions, including those that match an existing invoice.

You'll explore how to set up rules in Quickbooks Online to make categorization a breeze.

Then you'll dive into credit card transactions, including how to upload receipts both from your email and your phone through the Quickbooks Online mobile app.

Then, you'll check your work using the Profit & Loss report.

Finally, you'll learn how to reconcile your books so they're always aligned with your bank and credit card statements.

Host: David DeWinter

📚 RESOURCES
Sample files to follow along with: https://kevinstratvert.com/wp-content...
Get started with QuickBooks Online: https://bit.ly/intuitquickbooksonline

⌚ TIMESTAMPS
00:00 - Introduction
00:31 - Import and Upload Your Transactions
03:26 - Categorize Bank Transactions
05:16 - ChatGPT Categorize Prompt
06:14 - Rules and 1099 Vendors
08:22 - Categorize Credit Card Transactions
09:23 - Uploading Receipts (Email)
10:30 - Uploading Receipts (App)
12:11 - Personal Expenses
13:35 - Vendor Refunds
14:08 - Reports to Check Your Work
14:44 - Reconcile Your Books
15:52 - Wrap-up

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