How to Categorize Transactions in QuickBooks Online (2026)
This QuickBooks Online tutorial for 2026 shows you how to categorize transactions for a full month of real business activity, from AI suggestions to bank rules to receipts.
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First, you'll get your bank and credit card transactions into QuickBooks Online, either by linking your bank or by uploading a CSV file.
Next, you'll see how QuickBooks AI suggests a category for each transaction, and how to read its confidence signals so you know which suggestions to trust and which to check.
Then, you'll handle credit card paym