I will categorize bank transactions in quickbooks online

Are your QuickBooks bank-feed transactions mixed up, uncategorized, or difficult to review?

I help freelancers and small service businesses organize everyday business transactions in QuickBooks Online. This is useful when your bank feed contains a mixture of client payments, software subscriptions, advertising costs, bank charges, transfers, office expenses, and personal transactions that need to be separated for review.

I will review the transaction information you provide, apply appropriate basic categories within the agreed scope, identify possible duplicates or transfers, and prepare a clear list of transactions that need your confirmation.

I will not guess when a transaction is unclear. Instead, I will flag it so you can provide the correct business purpose. This helps keep your records organized without making unsupported assumptions.

Please message me before ordering if your project involves payroll, inventory, sales tax, loans, multiple years, complex adjustments, or tax advice.

To begin, I need the date range, number of accounts, approximate transaction count, and any category instructions you want followed.

This Gig does not include tax filing, tax advice, audit opinions