How to Categorize Transactions in QuickBooks Online (Step-by-Step)

⚡ GET 90% OFF QuickBooks Online (Limited Time): https://tinyurl.com/kevinstratvertqbo This QuickBooks Online tutorial walks you categorizing a full month of REAL-WORLD transactions, with receipts and reconciliation as part of the process. Here's what you'll learn: First, you'll see how to import transactions from your bank, credit card, or even manually. Next, you'll learn how to categorize bank transactions, including those that match an existing invoice. You'll explore how to set up rules in Quickbooks Online to make categorization a breeze. Then you'll dive into credit card transactions, including how to upload receipts both from your email and your phone through the Quickbooks Online mobile app. Then, you'll check your work using the Profit & Loss report. Finally, you'll learn how to reconcile your books so they're always aligned with your bank and credit card statements. Host: David DeWinter 📚 RESOURCES Sample files to follow along with: https://kevinstratvert.com/wp-content... Get started with QuickBooks Online: https://bit.ly/intuitquickbooksonline ⌚ TIMESTAMPS 00:00 - Introduction 00:31 - Import and Upload Your Transactions 03:26 - Categorize Bank Transactions 05:16 - ChatGPT Categorize Prompt 06:14 - Rules and 1099 Vendors 08:22 - Categorize Credit Card Transactions 09:23 - Uploading Receipts (Email) 10:30 - Uploading Receipts (App) 12:11 - Personal Expenses 13:35 - Vendor Refunds 14:08 - Reports to Check Your Work 14:44 - Reconcile Your Books 15:52 - Wrap-up 📺 RELATED VIDEOS Playlist with all my videos on Quickbooks Online:    • QuickBooks Online   📩 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:   / kevinstratvert   Discord: https://bit.ly/KevinStratvertDiscord Twitter:   / kevstrat   Facebook:   / kevin-stratvert-101912218227818   TikTok:   / kevinstratvert   Instagram:   / kevinstratvert   🎁 TOOLS AND DISCOUNTS ✅ 🎙️ Voicemod AI Voice Changer | 5% off | https://link.xsolla.com/KZBi89AY ✅ 🌐 Squarespace Websites | https://squarespace.syuh.net/XYaqYM ✅ 🔍 Grammarly | https://grammarly.go2cloud.org/SH3nL ✅ 📹 CapCut | https://bit.ly/installcapcut ✅ 🛍️ Shopify | https://shopify.pxf.io/XY9rPa ✅ 📋 Notion | https://affiliate.notion.so/rffva4tr71ax ✅ 🖼️ Figma | https://psxid.figma.com/lqjg97licpry ✅ 🤖 ElevenLabs Text-to-Speech | https://try.elevenlabs.io/taqepq60mptr ✅ 💵 Quickbooks Online | https://bit.ly/intuitquickbooksonline ✅ 👥 Hubspot | https://hubspot.sjv.io/DKo6jb ✅ 📈 Semrush | https://bit.ly/semrush14dayfreetrial ✅ 🎥 Descript | https://get.descript.com/sf22jb63w2tx ✅ 🏓 Smartsheet | https://bit.ly/trysmartsheet 🎒 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?... 🙌 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