I am categorising my bank transactions. I need to know what do I add and not add. What am I adding it to?

If you categorize your transactions, you'll add it to the specific categories or accounts where the transaction should be added, Darcie.

Beforehand, could you please provide more details on what you mean by add? I want to make sure I understand your query thoroughly so that I can offer the accurate response.

If you’re referring to adding the suggested category in QuickBooks Online's For Review tab to a transaction, you can add if it fits the entry.

However, if the suggested category is incorrect, you can choose the right category. Thus, it's best to consult an accountant, as they can help verify the categories and provide insights on managing your transactions better for clear financial reporting.

Additionally, you can check out this article for future reference in reconciling accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

If you mean something else about your concern or have more questions about categorizing bank transactions, kindly reply to this post. We're always here to actively assist you.