Can we categorize transactions directly in QuickBooks Online (QBO) and Xero instead of Venn?

No, transactions must be categorized in Venn before syncing to QBO. The only way to categorize them directly in QBO would be to manually export transactions from Venn and import them into QBO, which can be time-consuming. To overcome this, granting your bookkeeper access to Venn is the recommended approach, as many bookkeepers using Venn follow this method. You can invite them as an “Accountant”, which provides limited access for bookkeeping tasks.