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marney1
Level 1

How can I stop bank account transactions populating with wrong information automatically? If I allocate an transfer to John Jones, Trades, all etransfers become the same!

 
Solved
Best answer December 06, 2019

Best Answers
AddieC
QuickBooks Team

How can I stop bank account transactions populating with wrong information automatically? If I allocate an transfer to John Jones, Trades, all etransfers become the same!

Hi there, 

 

Auto population is an awesome tool when you add multiple transactions that contain the same information. If your transactions are always different however, it can cause you to lose time and have to change things manually. I'd be happy to shed some light on what may be happening. 

The Bank Feed in QuickBooks Online uses memorized transactions to try and save you time during the adding/matching process. If you don't want these auto-filled sections to populate, there's a few things to check. 

First, check for any preset Bank Rules. To do that, click the Banking tab > Rules. If you have a Bank Rule set up that you don't wish to have anymore, click the Edit button, then select Delete at the bottom of the page. 

 

If you're not using Bank Rules, and you'd like the Bank Feed to stop automatically applying information to your transactions, follow these steps:

 

1. Click the Banking tab on the left navigation menu. 

2. Click the small Gear icon to the right-hand side of the banking list. 

3. Uncheck the box next to Remember category selection.

 

This will prevent the system from automatically assigning trends and information to your transactions. I hope this helps get you back on track. If there's anything else I can do to help, please let me know.

 

Have a great day.

View solution in original post

4 Comments 4
AddieC
QuickBooks Team

How can I stop bank account transactions populating with wrong information automatically? If I allocate an transfer to John Jones, Trades, all etransfers become the same!

Hi there, 

 

Auto population is an awesome tool when you add multiple transactions that contain the same information. If your transactions are always different however, it can cause you to lose time and have to change things manually. I'd be happy to shed some light on what may be happening. 

The Bank Feed in QuickBooks Online uses memorized transactions to try and save you time during the adding/matching process. If you don't want these auto-filled sections to populate, there's a few things to check. 

First, check for any preset Bank Rules. To do that, click the Banking tab > Rules. If you have a Bank Rule set up that you don't wish to have anymore, click the Edit button, then select Delete at the bottom of the page. 

 

If you're not using Bank Rules, and you'd like the Bank Feed to stop automatically applying information to your transactions, follow these steps:

 

1. Click the Banking tab on the left navigation menu. 

2. Click the small Gear icon to the right-hand side of the banking list. 

3. Uncheck the box next to Remember category selection.

 

This will prevent the system from automatically assigning trends and information to your transactions. I hope this helps get you back on track. If there's anything else I can do to help, please let me know.

 

Have a great day.

marney1
Level 1

How can I stop bank account transactions populating with wrong information automatically? If I allocate an transfer to John Jones, Trades, all etransfers become the same!

Addie, thank you so much for that solution.  You've saved my sanity!  It amazes me that when I call QB 2x, I was told there was nothing that could be done for it. My accountant didn't know either. Since you are with the QB team, maybe you could make a suggestion that this bit of information be more familiar to the support team.  What a relief!!!!  Again, thank you!

viresh_w
Level 1

How can I stop bank account transactions populating with wrong information automatically? If I allocate an transfer to John Jones, Trades, all etransfers become the same!

Hi

I am using QB Premier and I can not see Banking tab or the Gear icon.  I can see Bank Feeds tab but no gear icon there.  What am I doing wrong?

V

JamesM
QuickBooks Team

How can I stop bank account transactions populating with wrong information automatically? If I allocate an transfer to John Jones, Trades, all etransfers become the same!

Hi V. I see where the mix up is. This thread is for QuickBooks Online which explains why you were unable to follow the steps above. I appreciate you specifying which product you're using and I'll be glad to help. To make sure we're on the same page, could you elaborate more on what you're experiencing or what you'd like to accomplish? I'll be on standby.

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