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May 30, 2021
Question

Hi I'm new to quickbooks and just getting set-up, can anyone advise/tell me if it's possible to change/amend the Category or Match default names (with banking)?

  • May 30, 2021
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1 reply

May 30, 2021

I got the options to help you re-categorize your transactions, hello-lockerstas. 

 

Thank you for choosing QuickBooks as your accounting software. If they are from the Banking screen, just Undo them. Then, re-categorize and add them back to your bank account. Here’s how:

 

  1. Go to Banking and choose the Banking page.
  2. Select your bank account and click the Categorised tab.
  3. Tap the affected transactions and click the Undo button.
  4. Go to the For Review tab and select Categorize and modify the transactions.
  5. Click Add

  

 

 

Here are a couple of articles that you can check out that can guide you in handling categories in QuickBooks: 

 

 

Please let me know how things turns out. I want to ensure you're all set. Take Care!