QuickBooks Online Tutorial: How to Categorize Bank and Credit Card Transactions Efficiently

Learn how to download, review, and categorize your bank and credit card transactions in QuickBooks Online like a pro! 💼 In this step-by-step tutorial, we’ll guide you through every detail—from syncing your bank feeds to confirming transactions, choosing the right categories, and splitting payments. ✅ What you’ll learn in this video: How to update and download bank transactions Where to review transactions in QBO How to categorize income and expenses Tips for using the split transaction and billable features Best practices for staying organized in QuickBooks Whether you're a small business owner, bookkeeper, or freelancer, this guide will help you save time and stay organized in QuickBooks Online. 👍 Like this video? Don’t forget to subscribe and click the bell icon for more QuickBooks tips! 🔗 More resources: QuickBooks Help Center: https://quickbooks.intuit.com/learn-s... SaasAnt Tutorials: https://www.saasant.com Don't know what to watch next? Here's some suggestions! And don't forget to subscribe to the channel! 👇 What to watch next:    • How to Create & Send Invoices in QuickBook...   Check out this playlist:    • QuickBooks Tutorials   Join our newsletter! Sign up here 👉 https://www.capforge.biz/growth-newsl... Looking to simplify your accounting? CapForge is here to help! *Call us at 858-633-3573 *Email us at [email protected] *Or visit our website capforge.com Stay connected with us 🙌: Instagram:   / capforge_bookkeeping   Facebook:   / capforge   LinkedIn:   / posts   Twitter/X: https://twitter.com/capforge?lang=en Threads: https://www.threads.net/@capforge_boo... Have a question for Matt or anyone else at CapForge? Leave a comment below and we'll do our best to answer it! 💬 This video is NOT sponsored. #CapForge #BusinessGrowth #BusinessTips #AccountingforGrowth #ReactionVideos