Your efforts for providing detailed information about the steps you've taken to categorise your transactions are well-appreciated, buryboilers. Let me offer some insights and a workaround to help you resolve this issue and get you back to business.
When you import transactions from your bank into QuickBooks Solopreneur, the system immediately and accurately categorizes each transaction as either personal or business based on your initial classification in QuickBooks. This automatic categorization helps keep your financial records organised, making your bookkeeping processes smoother and improving the reliability of your financial reporting and analysis from the moment you upload.
As a workaround, you can create bank rules to categorise your transactions based on how you want to categorise them from your similar previous transactions.
Additionally, I'll share this article in case you want to exclude transactions or undo an exclusion in QuickBooks Sole Trader: Exclude bank transactions in QuickBooks Sole Trader.
Best of luck with your QuickBooks Solopreneur journey, buryboilers. Please know that you can always revisit this thread if you need any further assistance in categorising your transactions. We're always here to help.
