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October 3, 2020
Question

Why aren't my vendor/customer & categories showing up anymore when I try to classify an item that has synced from my bank account? Fields stopped auto-filling/suggesting.

  • October 3, 2020
  • 1 reply
  • 3 views
When QBO suggests the wrong account for an expense or receipt, I used to be able to type part of the vendor/customer name and account name, and a list of options would pop up for me to select. This feature is not working for me anymore, and I can't figure out why. I've checked settings and can't find anything that would have stopped this from working - and I didn't change anything myself, that I know of, that could have stopped the auto-fill.

1 reply

AlexV
Level 10
October 3, 2020

Hi there, 59.

 

This is strange. You should be able to categorize the downloaded bank transactions. Let me show you some steps to fix this issue.

 

It's possible that this is just a browser error. If you haven't yet, I suggest using an incognito window and check the Banking tab from there. You can use these keyboard shortcuts:

  • Google Chrome: Ctrl+Shift+N
  • Mozilla Firefox: Ctrl+Shift+P
  • Microsoft Edge: Ctrl+Shift+P
  • Safari: Command + Shift + N

You can also clear the cache. This is a junk file that can cause errors in QuickBooks Online. Lastly, make sure that the browser you're using is updated or access QuickBooks through a different one.

 

If you need help, here's how to reconcile an account in QuickBooks Online.

 

Shoot me a reply if you need anything else. Stays safe!