Sync & Categorize


1. Log in to QuickBooks


2. Click on the "Banking" tab




3.  Select "Update"






4. Categorize each line item using one of the following methods:

  • Method #1 Add a New Transaction 
    • Select Payee
    • Select Category 
    • Record Memo (If applicable)
    • Then click "Add" on the right-hand slide




               
  • Method #2 Match with an Existing Transaction
    • ensuring that the payee, date, check # or other transaction details are in alignment with what is being show in the Transaction Bank Detail
                                          
  • Method #3 Transfer
                                                                       

5. Complete this for each transaction, and for each bank account.