QuickBooks Online Tutorial: Categorizing dowloaded transactions (2019)

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Updated video: QuickBooks Online Tutorial: Categorizing downloaded transactions (2021)    • QuickBooks Online Tutorial: Categoriz...  

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Updated April 2021

Topics contained in this QuickBooks Online Tutorial on Categorizing downloaded transactions from banks and credit cards:

00:01:02 – QuickBooks Online banking tab, you will see with which bank account you will work. (all transactions, sales income, expenses, taxes & licenses expenses, uncategorized expenses)
00:04:57 – Categorizing transactions (all transactions)
00:08:26 – Batch actions button (modify selected, accept selected, exclude selected)
00:09:14 – Add all button
00:10:03 – Create a rule (edit this setting button) (create custom rule)
00:10:43 – Rule section and how it works
00:11:08 – Bank rules tab (edit rule)
00:12:17 – Automatically add to my books
00:13:42 – How to create a rule
00:15:14 – How it works exclude selected button in batch actions tab
00:16:35 – How to create a rule with transaction conditions (100$+)
00:18:49 – Go to reports and check your profit and loss to see the benefits (all starts to add up)


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