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== Categorizing ==
== Categorizing Checking ==
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Checking
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Checking
* select Recognized, and sort by date.
* select Recognized, and sort by date.
*Step through the records:
* Step through the records:
=== for Regular transaction ===
=== for Regular transaction ===
For a Lot of categorization, the correct course of action is unclear. If you copy the "Description" field from the transaction, click the "In Quickbooks tab", you can probably find where that type of transaction has occurred before.
For a Lot of categorization, the correct course of action is unclear. If you copy the "Description" field from the transaction, click the "In Quickbooks tab", you can probably find where that type of transaction has occurred before.
=== For Transfers===
=== For Transfers===
** Pex
** Pex
* Press the "Transfer" button
* Press the "Transfer" button
== Categorizing Pex ==
PEX cards are given to area hosts to spend from allocated budgets.
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Pex
* Log in to https://admin.pexcard.com
== Category ==
== Category ==
