Skip to main content
January 31, 2023
Question

What do I categorise a refund from a supplier as in the transactions?

  • January 31, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

January 31, 2023

Hi there, erin-hazledine. 

 

I’m here to address your concern on how to categorize banking transactions in QuickBooks Online (QBO)

 

When selecting Category in QuickBooks Online, we can't advise which to use. With this, I suggest consulting your accountant for further guidance. This way, we can ensure your book will remain accurate when recategorizing them.

 

You can check out this article to learn more about categorizing in your banking section: Categorize and match online bank transactions in QuickBooks Online.

 

I'm also adding this link to help reconcile your accounts so they always match your bank and credit card statements.

 

Fill me in if you have further questions about categorising a refund in QuickBooks. I'll be happy to help you again. Stay safe!