Blueprints

Categorize Transactions in Zoho Books

1. Log In to Zoho Books. 2. In the dashboard or main menu, find and click on the "Banking" option. This is where you'll manage your financial transactions. 3. Click on the account you want to categorize. 4. You'll see transaction details. Look for an option like "Categorize" or "Categorization." 5. You can either match transactions or categorize manually. 6. Choose an appropriate  category from your chart of accounts. 7. After  you choose the category, you can now choose the Expense Account and the Vendor (the payee on the transaction details). 8. After categorizing the transaction, save your changes. Confirm that the transaction has been categorized correctly. 9. Double-check your categorized transactions to ensure accuracy. You can always edit or adjust the categorization if needed.

Jack Burrows
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