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S
snowymoon12-yaho
January 17, 2024
Question

How can I set up the categories I want to use in banking transactions? I would like to add "entertainment". When I click on "Add" it goes back to the original page

  • January 17, 2024
  • 1 reply
  • 0 views
Is there a way to do it all at once for the whole program?  When I try to do it in banking transactions it simply does not work.

1 reply

M
Mark_AG
January 17, 2024

Hi there.

 

I can see that it doesn't work if you do it in banking transactions. Rest assured that I'm here to help you fix this issue. We'll need to troubleshoot your browser, as it may be the cause of the malfunction. Let's start with accessing QuickBooks Online using incognito mode or a private window.

 

Here are the shortcut keys to go private mode in a browser:

 

For Google Chrome / Microsoft Edge / Opera:

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N

For Firefox:

  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P

For Safari:

  • Shift + Command ⌘ + N

If this works, you can proceed to clear your browser's cache and cookies.

 

Alternatively, you can create the category in the Chart of Accounts. The category you create will then be saved, and you won't have to worry about it going back to the original page. 

 

Here's how:

 

  1. Go to Transactions, then select Chart of Accounts.
  2. Click New, and choose the type of account you want to create.
  3. Fill in the necessary details, then click Save.

 

After creating the category, you can proceed with categorizing your banking transactions each or in bulk.

 

Furthermore, you can learn how to set up bank rules to categorize your bank transactions automatically in QuickBooks Online.

 

The Community space is always here to assist you if have further questions about creating and assigning a category to a bank transaction.

S
snowymoon12-yahoAuthor
January 23, 2024

Thanks but that didn't help.  "Fill in the nescessary information" is too vague.  How does Cash on Hand even relate to a personal bank account.  This did not resolve my issues.  Categories should be so easy to add.  Something as an expense like personal groceries is impossible to set up.

A
ArielI
January 23, 2024

Hello, Snowy. 

 

I understand that creating categories can be challenging at times, especially when it comes to selecting the right specific detail type. But don't worry, I'm here to provide you with some helpful insights on how to make this process easier and more manageable.

 

To help you better understand the accounting portion of your books, it's important to remember that every account in your chart of accounts has two types - an account type and a detail type. While the account type determines the accounting treatment of the account, the detail type is an additional tool that can help you choose the right account type. It can also help to categorize your account types so you can get a clear and concise breakdown of your expenses and revenue. Don't worry if you're new to accounting, as the detail types are designed to be useful for beginners.

 

When you add a new account to the chart of accounts, the account type you select will determine the options you have available in the detail type field. If you’re not familiar with accounting practices, looking at the different detail types can help you understand what types of transactions are tracked by each account type. Each detail type includes a description of how you would use that account in the field below it (or you might see an info button with the description).

 

Additionally, check out this article to learn more about how you can effectively manage your income, expenses, and any possible errors accordingly. For the step-by-step guide, you can refer to this article: Learn the reconcile workflow in QuickBooks.

 

If you have further questions about your categories, you can comment below and we'll respond to you as soon as possible.

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