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wiremu1977
Level 1

I upgraded my Quickbooks online account and now when I go to catergorise transactions, many of the catergories do not exist. If I attempt to add a category I cannot.

 
3 Comments 3
AbegailS_
QuickBooks Team

I upgraded my Quickbooks online account and now when I go to catergorise transactions, many of the catergories do not exist. If I attempt to add a category I cannot.

Thanks for reaching out to us, @wiremu1977.

 

Let me get some more details to better understand the specific issue you're facing with the missing categories in your QuickBooks Online account.

 

Can you verify which particular category or categories are not showing up on your banking page? As long as you've already created the necessary chart of accounts, those category options should be available when trying to categorise transactions.

 

Also, did you encounter any errors or issues when you tried to create a new category? It would be helpful to know if you ran into any issues during that process.

 

If the categories are still not showing up, one thing you can try is to create an account category directly from the banking page. Here's how you can do that:

 

  1. Go to the Transactions tab. 
  2. Click Bank Transactions
  3. Locate the transaction you want to categorize.
  4. From the transaction page, tick  the + Add new account from the Account dropdown
  5. Click that, and you can then set up a new category right from that screen.

See the screenshot below for your reference.

 

 

I also  suggest using incognito browser when logging in your QuickBooks to rule out the possibility of a webpage issue. Private browsing doesn't store local files or cache.

 

Use these keyboard shortcuts based on the browser you're using.

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P


If it works in incognito, clear the cache of your regular browser. Doing this helps QBO to function more efficiently. You can check out this article that will provide more information: Clear my browser cache and temporary Internet files.

 

You can use these articles as additional reference about categorizing transactions and reconciliation workflow in QBO:

 

 

You can also share with me the name of your bank. This way, I can check more resources and provide accurate details about your concern. Please visit again if you need more assistance. 

wiremu1977
Level 1

I upgraded my Quickbooks online account and now when I go to catergorise transactions, many of the catergories do not exist. If I attempt to add a category I cannot.

My EXPENSES account only has a few catergories in there since the upgrade. Prior to the upgrade I had a lot of catergories. When  I try to add one that is no longer on the list I receive an error saying that it already exists. I know how to add catergories/accounts, but it’s just frustrating that they’ve all seemed to have disappeared since upgrading. 

JuliaMikkaelaQ
QuickBooks Team

I upgraded my Quickbooks online account and now when I go to catergorise transactions, many of the catergories do not exist. If I attempt to add a category I cannot.

I'm here to turn around this experience and resolve your concern with categories, @wiremu1977.

 

Since this is an unexpected behavior, let's perform some troubleshooting procedures to check if the issue is within your browser. Please know that accumulated data used by QuickBooks to run faster becomes outdated, causing problems when navigating the software, and this can be the reason why you can't see the other expense categories in the Account dropdown after upgrading. To get this resolved, let's utilize a private window to prevent utilizing corrupted cache files.

 

I'll provide the keyboard shortcuts for you:

 

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


 

Go to the Bank transactions and check if the missing ones are there. If it does, switch to your regular browser and clear its cache to refresh the website's preferences. Also, please consider using the other supported browsers or devices for the best and most secure experience.

 

If the issue persists, you may contact our Customer Support team for further assistance. They've got the tools to check your account in a secure environment and investigate the cause of the issue. They are available Monday-Friday from 8:30 AM to 6:30 PM and Saturday-Sunday, 8:00 AM to 8:00 PM, AET.

 

Here's how you can reach them:

 

  1. Go to the Help menu, then select the Search tab.
  2. Click Contact Us.
  3. Choose a topic, then enter a brief description of your concern and hit Continue.
  4. Pick either Chat with us or Have us call you and start connecting with them.
     

 

Moreover, here are some resources that will come in handy in ensuring the accuracy of your account by using rules and reconciliation processes:

 

 

I'm always around and ready to help if you have more questions about categorizing your bank transactions in QBO. Just hit the Reply button to add your comment so I can assist you further.