I appreciate you reaching out with your concern, Sarah. Let's work together to adjust your bank reconciliation settings in QuickBooks Online. By making these adjustments, we can ensure that your transactions are accurately categorized and your records are precise.
To prevent QuickBooks Online from automatically categorizing transactions during bank reconciliation, follow these steps:
- Turn off automatic categorization:
- Go to the Banking menu.
- Select the Rules tab.
- Review and disable any rules that might be causing automatic categorization.
- Manually review transactions:
- Go to the Banking menu and select the account you want to reconcile.
- Review each transaction and manually categorize them as needed.
- Ensure transactions are correctly linked to the appropriate accounts.
- Adjust settings for specific transactions:
- If specific transactions, like fuel, are being miscategorized, you can create or edit rules to ensure they are categorized correctly.
- Go to the Banking menu, select Rules, and create a new rule or edit an existing one to specify how these transactions should be handled.
- Review and reconcile transactions:
- Go to the Accounting menu and select Reconcile.
- Manually review and reconcile each transaction to ensure accuracy.
For more detailed steps, refer to QuickBook's official guide on fixing reconciliation issues.
In addition, QuickBooks offers resources that can greatly aid your bank transactions, such as undoing or removing transactions from reconciliations and voiding or deleting transactions in QuickBooks Online.
With this guidance, you will help you navigate changes smoothly and maintain control over your transactions with confidence and ease. If you have any further questions or need additional assistance, please don’t hesitate to reach out. We are here to help you make the most of your QuickBooks experience and ensure everything runs seamlessly.
