How to Categorize Transactions in QuickBooks Online—Fast, Easy, and Stress-Free
Because your dream business deserves clean books without the chaos.
If you're a coach, consultant, creative, or contractor who dreams of running a smooth, stress-free business—you’re not just dreaming. Clean, organized books are completely within reach. And it all starts with one simple skill: categorizing transactions in QuickBooks Online (QBO).
At DBR Bookkeeping, we help service-based business owners get out of financial confusion and into total clarity. The truth? Categorizing in QBO doesn’t have to be frustrating. With the right setup, it’s fast, easy—and yes, even kind of satisfying.
The Ideal Outcome: Why This Matters
✅ You log into QuickBooks and know exactly where your money’s going
✅ Your reports are accurate and tax-ready at all times
✅ You feel confident, in control, and ready to make smart business moves
✅ No more messy books, no more guesswork—just clarity and peace of mind
How to Categorize Like a Pro (In Just Minutes a Week)
1. Review Transactions in the Banking Tab
Go to the Transactions or Banking tab in QBO. Click into the “For Review” section to get started.
2. Choose the Right Category from Your Chart of Accounts
Select an appropriate expense or income category (like “Marketing,” “Office Supplies,” or “Coaching Income”).
3. Add a Vendor Name & Memo (Optional, but Helpful)
This helps you track where your money’s going and gives context for each entry.
4. Click “Add”
Done! The transaction moves from pending to categorized.
5. Use Bank Rules to Automate Recurring Entries
Save even more time by creating rules for frequent charges—like software subscriptions or monthly rent.
FAQ: Categorizing Transactions Quickly
Q: How long should this take each week?
With automation and regular check-ins, you can keep your books clean in 15–20 minutes a week.
Q: What if I’m not sure about a category?
Join our community or grab our free guide for simple explanations—and expert help if you need it.
Q: Is this really something I can do myself?
Yes! Especially when you follow a proven system and get support along the way.
Want to Categorize with Confidence and Save Time Every Month?
📘 Download the FREE Guide: 5 Simple Steps to Clean Your QuickBooks Online Fast
🌐 Join the DBR Bookkeeping Online Community — led by QuickBooks ProAdvisor Dr. Bryan Raya. Try it FREE for 7 days and get access to live demos, step-by-step help, and the tools to make your bookkeeping fast and easy.
Let’s get you out of financial fog and into flow.
Let’s start Doing Business Right!
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