QuickBooks is incorrectly categorising transactions and also failing to acknowledge any amendments made. Anyone any ideas on how to resolve?

Hi there, @RFind. Thanks for sharing the details, let’s dive into this and get it resolved.

The issue is likely related to the bank rules feature in QuickBooks, where conflicts or errors can cause incorrect categorisation and prevent manual amendments from being applied.

To fix this, undo the incorrect transactions to move them back to the Pending tab. Then, delete and recreate the rule to ensure it categorises them correctly this time.

To delete and recreate the rule:

1. Go to Accounting menu, then select Rules.
2. Find the rule in question, click the Edit dropdown, and choose Delete.
3. Click Yes to confirm, then recreate the rule with the correct conditions.

If that doesn’t solve it, the next step is browser troubleshooting, as cache or browser issues can sometimes interfere with how QuickBooks processes changes. Try using an incognito window, clearing your browser cache, or switching to a different browser.

Once resolved, double-check transactions to ensure accurate categories, match transactions with invoices or bills to avoid duplication, and regularly reconcile your bank account to keep your books in sync with your bank statement.

Let me know how it goes or if you need further help!