Why I cannot find the "Catagories" section in the setting up?

Answer

Hi lautaikwong,

You can go to Chart of Accounts to create or add a specific category of your bank transaction. Let me guide you to add an account.

  1. Click Accounting on the left menu.
  2. Select Chart of Accounts.
  3. Click New on the upper-right corner.
  4. In the Account Type drop-down, select the account type.
  5. In the Detail Type drop-down, select the type of account you want to create.
  6. If more than one choice appears in the Detail Type field, select the type of account you want to create.
  7. In the Name field, enter a name for the account.
  8. In the Description field, enter a brief description of the account.
  9. In the Balance field, enter an opening balance for the account. Then in the as of field, enter the date of the balance.
  10. Click Save and Close.

You can also review your downloaded bank transactions, then match and categorize them by going to the Banking page. 

I've included this article in case you need a guide about reconciliation: How to Reconcile Accounts.

Feel free to let me know if you need anything else. I'd be happy to help. 

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IntuitMariaS , Community Support Specialist
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