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July 13, 2025
Question

How do you change the catergorize section in expenses that have been downloaded.

  • July 13, 2025
  • 1 reply
  • 5 views
No text available

1 reply

QuickBooks Team
July 13, 2025

You can edit the category by selecting the Categorize tab, @smilinann-ab  
 

Here's how:
 

  1. Go to the Accounting menu.
  2. Select Bank transactions.
  3. Locate the transactions you want to edit.
  4. Click on the Categorize tab.
  5. Choose a category from the list under Match/Categorize or click + Add New to create a new category.


     

Feel free to add your questions or other concerns below.