How can I stop Auto Suggestion Option?

Hi there, prasanth1.

I'll provide a different scenario to stop the auto-suggestion option.

QuickBooks Online can automatically apply payments to invoices and bills. If you're referring to stop these options, you'll need to turn these off from Account and Settings.

Here's how:

1. Click the Gear icon, and then select Account and Settings.
2. Go to the Advanced tab.
3. Click the edit (pencil) icon on the Automation field.
4. Remove the checkmarks in the Automatically apply credits and Automatically apply bill payments boxes.
5. Hit Save and Done.

If you're referring to stop the auto-match in the banking transactions, there isn't an option to turn off this feature in the bank feeds. QuickBooks tries to match if the bank feeds and the transactions that you've manually entered in the QuickBooks have the same pieces of information (ex. check numbers, amounts, dates, and payees).

You have the option to review the matches before adding them to the register. You can check this article that'll provide you more details: Categorise and match online bank transactions in QuickBooks Online.

You can also refer to this article for some tutorials about the use of the different features in QuickBooks Online: QuickBooks Tutorials.

If there is anything else we can do for you, please don’t hesitate to let us know.

I am finding that the auto-matching makes no sense at all. I had three transactions in which everything was identical except the amounts. Yet automatch called one 'Retained Earnings', one 'Subscriptions' and one 'Travelling Expenses'. This means I can NEVER batch delete or accept transactions as I need to change the matches on each individual transaction. Otherwise the categories are wrong in the books. 

WHy is this and hwo can I stop it? It is a failed operation.

Let me help you with categorising bank transactions, Bexthom.

We can create rules that automatically categorise transactions for you. The more QuickBooks uses your bank rules, the better it gets at categorising, and it can even scan transactions and add details like payees. Let me guide you on how: 

1. Go to Bookkeeping and select Rules.
2. Tap New rule.
3. Enter a name in the What do you want to call this rule? field.
4. From the Apply this to transactions that are dropdown, choose Money in or Money out.
5. From the In the dropdown, select the bank account.
6. Set the rule conditions. You can set a single rule with up to 5 conditions. Set and include the following, then select + Add a condition.
7. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. Then tap Contains, Doesn't contain, or Is exactly to decide how QuickBooks applies the rules.
8. Select the settings for the rule. Select the Transaction type, Category, Tax, Tags, and the Payee to apply.
9. Press Save.

QuickBooks automatically applies your rules to transactions in the For review tab and these are the ones you need to review every day. Here's an article you can refer to for more details about setting up bank rules to categorise online banking transactions in QuickBooks Online. About duplicate transactions, you can exclude them from the Banking page to get rid of them. 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

You can always update us on the result after performing the recommended solutions as I'd like to ensure this is resolved for you. Just leave a comment below and I'll get back to you. Have a great day ahead. 

Let me explain the issue. Firstly, I have been well capable of carrying out the Rule procedure you describe for about a year now. That's why I have 39 rules as I already explained above. I need no more instruction on how to implement rules, thank you very much on that.

Please see the attached photos to see beautiful examples of how random and ridiculous the Categories are that have been applied to my transactions. In particular, money IN is categorised as expenses. And even Intuit Quickbooks expenses are put in two different categories! HMRC VAT payment itself is 'Sundry expenses'.

HSBC Loans gets three ludicrous categories. 

This is not only EXTREMELY annoying but makes a mockery of the automatic catgorisation - why have it at all?  Or if you are suggesting I solve it by creating rules for every bank transaction I carry out - again, why have the auto categories? And - also - this is supposed to save me time but so far just creates more work. So please don't send me another auto answer but explain and fix this problem before I cancel and go elsewhere. Thank you.

Thanks for getting back here in the thread, @Bexthom. I'll share some details about your concern so you can proceed to complete your tasks and keep your books accurate in QuickBooks Online (QBO).

A possible reason for this is that the rules you've set up in your account don't apply to those transactions you're trying to categorise. That said, if your bank rules aren't applying, it could be that rule you're using is based on a bank text when you meant to make a rule based on the description or vice versa.

Know that a bank text is an exact information QuickBooks receives from your bank. The bank text is the transaction you'd see listed in your bank account or on your bank statement. On the other hand, the description is a simplified version of the bank text to make it easier to understand. QuickBooks can simplify a bank text and say vendor name, for example.

Also, please know that QuickBooks only uses the data that your bank sends. You can reach out to your bank provider so they can explain more about why your Money In transactions was downloaded as expenses. It should not be the result if bank rules are set up specifically for Money In to be categorised as expenses.

Lastly, it's also possible that your bank rules are damaged. You can delete and recreate them to make sure they're working accurately.

See this article for more information: Set up bank rules to categorise online banking transactions in QuickBooks Online.

Additionally, here's an article about reconciling an account in QBO: Reconcile an account in QuickBooks Online.

You can also check this page about fixing issues with reconciliations in QBO: Fix issues the first time you reconcile an account in QuickBooks Online.

@Bexthom, If you need further assistance categorising your bank transactions in QuickBooks. Feel free to leave a message below. I'll be more than happy to provide further help to get this sorted out as soon as possible. Take care, and have a great weekend!

Thank you for this, I need to get on to complete the VAT and then am away for work. I'll get onto it soon and let you know. However I did see this problem from the beginning, it is what caused me to implement rules. I might delete them and start again. Once I have carried out all the instructions I hope that the problem will not still exist!