Does QB online allow auto categorising regular transactions like QB self employed allowed? I can work out how to select all and auto catogorise, inc previous

We can use the Bank rules feature to categorize your transactions automatically, just like in QuickBooks Self-Employed, Contact186.

Here’s how to do it:

1. Go to the Transactions menu and click on the Rules tab, then select New Rule.
2. In the Description is: field, type in what kind of transactions the rule applies to.
3. Choose one or both of the following rule options to apply to transactions that fit the description. You can choose to Always rename as: and/or Always mark as: and specify if the transaction is for Business or Personal.
4. Select a category from the Category dropdown to designate a specific business or personal category.
5. Click Save.
   

Once you have created a rule, it will automatically apply to all future transactions that meet the specified conditions. However, QuickBooks Online Solopreneur does not automatically apply these rules to past transactions that are already in the system.

For past transactions, you will need to categorize them manually. You can select multiple transactions at once by checking the boxes next to them and then choosing a category in the Actions section to categorize them as needed.

If you have any further questions or need assistance, please don’t hesitate to reach out. We are here to help.