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A
aw2392
December 4, 2021
Question

Review and categorize transactions across all accounts

  • December 4, 2021
  • 1 reply
  • 0 views

Is there a way to review and categorize transactions across all accounts at once?  We have about 30 subaccounts, many of have either none or just a few transactions each month.  I'd prefer to not have to click on each one separately every time I want to perform a review.  Is there any way to do this?  

1 reply

G
Giovann_G
December 4, 2021

Hi there, aw2392.

 

I can share some information on how you can speed up the review process in QuickBooks Online.

 

 Yes, there is a way. You can use bank rules in QuickBooks Online to automatically categorize transactions from your bank. Then, if you enable the auto-add function, transactions from the For Review will be automatically added to your books. I'll show you how.

 

  1. Go to the Banking or Transactions menu. 
  2. Select the Rules tab.
  3. Click New rule. 
  4. Enter your desired name in the What do you want to call this rule? field.
  5. From the Apply this to transactions that are dropdown, choose either Money in or Money out. Then select a bank account.
  6. From the In dropdown, Set a single rule with up to 5 conditionals. Set and include the following, then click + Add a condition.
  7. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. Then select Contains, Doesn't contain, or Is exactly to decide how Quickbooks applies the rules.
  8. Select the Transaction type, Category, Tags, and the Payee to apply for the rule settings.
  9. You can turn on the Auto-add feature if you wish to automatically categorize and add the transaction into your books.
  10. Once done, hit Save.

 

For your reference, check out the following article for more detailed information: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Do you need to reconcile your account? If so, please visit this resource for more insights: Reconcile an account in QuickBooks Online.

 

Let me know if you need further assistance with bank feeds. I'll be right here to help you.

A
aw2392Author
December 4, 2021

Yes, I know about rules.  Rules are good.  Is there a way to view all transactions across all accounts that have been categorized, and easily recategorize if necessary?  

G
GlinetteC
December 5, 2021

I appreciate sharing additional details, aw2392.

 

I've got a way to view all your transactions by account in QuickBooks Online. However, you'll need to open each transaction to update its category when necessary. 

 

You can pull up the Transaction Detail by Account report. This report gives you detailed information per transaction and line item. Here's how:

 

  1. Go to the Reports menu.
  2. Use the Find report by name field to search for Transaction Detail by Account.
  3. Select the report to open it.
  4. You may click Customize to show specific accounts, customers or format the layouts of the report.
  5. Click Run report.

 

You can also, check these resources to learn more about reports and customization in QBO:

 

 

Let me know if you have further questions about the report, @aw2392. I've always got your back.

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