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Level 1

In "Banking", "For Review" - is there any way to disregard the category and just match with date, description, and amount? It's constantly choosing the wrong category.

 
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QuickBooks Team

In "Banking", "For Review" - is there any way to disregard the category and just match with date, description, and amount? It's constantly choosing the wrong category.

Thanks for posting in the Community, julia14.

 

In QuickBooks Online, it requires a category when matching a transaction. It is to make sure that a transaction will be included in the correct account. Though, you can change a category for a transaction. Here's how:

 

  1. On the Banking page, select the For Review tab.
  2. Locate and select the transaction to open it.
  3. Select the Category or Match drop-down and select the new category from the list.
  4. Select Add to accept the new category and add the transaction.

See Add and match downloaded banking transactions as your guide.

 

Please let me know if you have other concerns.