Hi, AJW14. Let’s work together to resolve this issue so you can categorize your transactions seamlessly.
To begin, please ensure that the bank rules within your QuickBooks Online Sole Trader account are properly configured and review them for any inconsistencies. Accurate setup of these rules is essential and often resolves issues related to transaction categorization.
If you've confirmed your bank rules are in order, I recommend accessing QuickBooks through a private or incognito browser window. This can help bypass potential browser-related issues caused by outdated cache or corrupted files. Such files can occasionally interfere with the program’s ability to apply bank rules correctly.
If logging in through incognito mode doesn’t resolve the issue, please restart your browser to clear any outdated processes and ensure updates take effect. A supported and up-to-date browser can also improve performance and security when working with the program.
Should the issue persist even after trying these initial browser troubleshooting steps, I recommend contacting our Live Support team for further assistance. They have specialized tools to access your account securely and perform additional steps.
I’ll ensure this conversation remains open for any future updates and discussions.
