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jake9
Level 1

I am finding that occasionally some account allocations of bank transactions have lost their category allocation. Any ideas why this is happening?

 
1 Comment 1
MaryLandT
Moderator

I am finding that occasionally some account allocations of bank transactions have lost their category allocation. Any ideas why this is happening?

Hi there, @jake9,

 

It's possible the option to remember the category selection is disabled. That's why it's no longer allocating the category of the account on your bank transactions.

 

Let's make sure this item is enabled on your banking feeds. This way, QuickBooks will automatically assign the category on your transactions moving forward.

 

Here's how:

  1. From the left pane, select Banking.
  2. Click the desired bank account.
  3. Go to the For Review tab.
  4. Click the Gear icon beside the Printer icon.
  5. Mark the Remember category selection box.
    remembercategoryselection.PNG

If you need to match the transactions downloaded from your bank, check this out for additional guidance: Match and categorise your downloaded bank transactions.

 

Let me know if there's anything else you need with account allocations in QBO and I'll get back to you.