Categorizing Bank Transactions in QuickBooks Online with Real Examples Part 2
(A Rental)In this video, you’ll learn how to categorize transactions in QuickBooks Online (QBO) step by step using real examples.
This is part 2 of 2, below is part 1 of this video :
• Categorizing Bank Transactions in QuickBoo...
If you’ve already connected your bank account, this is the next critical step in bookkeeping. Categorizing transactions correctly ensures your financial reports are accurate, helps you stay tax-ready, and gives you better insight into your business.
We’ll walk through:
👉 How to find bank transactions in QuickBooks Online
👉 How to categorize transactions properly
👉 Real examples including:
➡️ Matching existing transactions
➡️ Handling refunds with no match
➡️ Fixing missing transactions and deposit refunds
👉 Common mistakes to avoid when categorizing
👉 Why categorizing is important for both business owners and bookkeepers
Whether you're a beginner, freelancer, or aspiring bookkeeper, this tutorial will help you build a strong foundation in QuickBooks Online.
👉 Watch next: How to Connect/Link Bank Accounts in QuickBooks Online (Start here before categorizing)
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