How do I save a transaction that I changed the category?

I've got some tips to share with you so you can tag your transactions accordingly, @becky-eeiexcel-c.

If you want to update the category of a specific transaction (such as an invoice, bill, journal entry, deposit, etc.), I advise opening the transaction in question and choosing the appropriate category from the Category drop-down. See the photo below for guidance.

On the other hand, you can navigate to the For Review tab if you want to modify downloaded transactions in QuickBooks Online. Here's how:

1. Log in to your QBO company.
2. Select Banking or Transactions from the left menu, then open the Banking page.
3. Choose your account, then go to the For Review section.
4. Find the downloaded entry, then click on Categorize
5. Once done, select the right category then click Add.

For more details about handling your transactions, read this module: Categorize and match online bank transactions in QuickBooks Online.

Lastly, here's how you can do monthly reconciliations. Once everything is good, you read it to learn more in keeping the account balances in order.

It's our pleasure to be of help. Please let us know if you need extra help managing your entries or the software in general. Take the best care!