How to Categorize Credit Card and Bank Transactions in Quickbooks
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I’m actually going to show you how to save time auto categorizing your transactions in QuickBooks. In this particular video, we’re going to go over income based transactions, so how to record or set them up as an auto rule, so that way they cipher in or filter in, and they automatically get categorized to a set income category that you put on your chart of accounts.
In this video, I have my QuickBooks Online account, pull it up, and my Rockstar VA was asking me some questions. And I thought you know what, I’m going to go ahead and shoot a video going over exactly how to do this.
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