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. 🌎 Get access to QuickBooks Online ➜ https://quickbooks.kevinstratvert.com/ 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 payments, transfers between your own accounts, and invoice payments, so nothing gets counted twice. Afterward, you'll categorize transactions in QuickBooks Online that the AI can't figure out, split one charge across two categories, and move personal charges out of your business expenses. After that, you'll set up bank rules that categorize recurring transactions for you, plus a simple naming system that keeps your rules easy to read later. You'll also attach receipts by dragging in a file, forwarding an email, or snapping a photo with the mobile app, so your books hold up if anyone asks. Finally, you'll check your work on the Profit and Loss report and spot the mistakes that most often slip through. By the end, you'll know how to categorize transactions in QuickBooks Online for a whole month in one sitting, and trust that your numbers are right. Get started with QuickBooks Online at https://quickbooks.kevinstratvert.com/ and clear your next month of transactions in one sitting. Host: David DeWinter Sponsor: QuickBooks 📚 RESOURCES QuickBooks Online ➜ https://quickbooks.kevinstratvert.com/ How to Reconcile Your Bank Account in QuickBooks Online ➜ https://youtu.be/gmN331eEB-k QuickBooks Online playlist ➜ https://www.youtube.com/playlist?list=PLlKpQrBME6xJ7gLU6opnr0rzDchCwRy8x ⌚ TIMESTAMPS 0:00 - Categorizing Transactions 0:34 - Import Transactions 2:31 - AI Suggestions 4:22 - Payments and Transfers 5:56 - Manual Categorizing 8:21 - Bank Rules 10:24 - Receipts 11:56 - Final Checks 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://kevinstratvert.com/newsletter 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 PARTNERS & DISCOUNTED OFFERS 💻 Hostinger | https://hostinger.kevinstratvert.com 📋 Notion | https://notion.kevinstratvert.com 💵 Quickbooks Online | https://qbo.kevinstratvert.com 🎙️ Voicemod AI Voice Changer | https://voicemod.kevinstratvert.com 🕵️ VidIQ | http://vidiq.kevinstratvert.com 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #quickbooks