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ImJimmi
Level 1

How do I disable automatic expense categorisation such that all expenses are considered personal unless I explicitly categorise them as business expenses?

My linked accounts are 99% for personal use as I only have a handful of expenses however QuickBooks’ automatic categorisation always categorises random transactions as business expenses. E.g. my personal phone contract which I don’t use for business in any way always gets categorised as an expense. I just want to be able to manually choose which of the transactions are my business expenses. Currently I have to go through hundreds of transactions each much to correct them back to personal expenses

1 REPLY 1
KenoLee_P
QuickBooks Team

How do I disable automatic expense categorisation such that all expenses are considered personal unless I explicitly categorise them as business expenses?

Welcome to the QuickBooks Community, ImJimmi.

 

QuickBooks automatically gathers information from your bank about your transactions, such as the name or description on your bank statement. Based on this information, QuickBooks assigns a category to each transaction.

 

At the moment, there isn’t a way to completely turn off automatic categorisation in QuickBooks. However, you can easily review and adjust the categories yourself to ensure they’re accurate.

 

Here’s how to update a transaction’s category:

 

  1. On the left-hand menu, click Transactions.
  2. Find the transaction you want to update, then click the box beside the date.
  3. In the Assign category drop-down menu, select the appropriate category.

 

Once you update the category for a transaction, QuickBooks may start applying your selection to similar transactions in the future.

 

If you have any questions or need further help, feel free to comment below. We’re here to assist you.

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