Transaction categories changed

I appreciate you for sharing your experience with us, Rooster74.

Thanks for joining us here in the Community. I’m here to help prevent the categorization of your transactions in QuickBooks Self-Employed (QBSE).

To avoid transactions automatically changing their category, let’s double-check this setting on your account, then edit or delete it if necessary.

Here's how:

1. Go to the Gear icon at the top, select Rules.
2. Look for the rule you need to review.
3. Pick Edit to modify it.
4. Otherwise, click the Edit drop-down and choose Delete.

Please note that if you delete a rule, it won't be applied going forward. However, it also does not erase anything that's been applied so far.

For more detailed information, you can check out this article about managing bank transactions in QBSE: Use rules to speed up reviewing and categorizing transactions.

If you need other references for tips on your future task with QBSE, you can check out these helpful links: 

• QuickBooks Self-Employed Overview.
• List of our articles.

The Community is always open if you have other questions with bank feeds. I'll be around to help. Wishing you a great day ahead!

It wasn't anything to do with rules, Quickbooks just randomly changed a lot of my business transactions to personal. How can I be sure that it won't happen again?

Thanks for coming back, @Rooster74. As additional insights, QuickBooks only depends on what your bank sends to us.

Hence, I'd recommend contacting your bank to verify these transactions in your account. 

I'd also suggest contacting our QBSE Customer Care team to help you check the issue. They can also request to investigate the issue whenever necessary. 

For future reference, read through this article to learn more about handling duplicate transactions in QBSE.

Let me know if you have other questions. I'm always around to help. 

I don't need to contact my bank, I have checked through all my bank statements. Quickbooks duplicated some transactions and I have excluded them. I am concerned that as Qb altered some transaction categories that it could happen again. I shouldn't have to check that Qb is doing what I pay for it to do correctly. 

Maybe your personal categories are turned off? (My were showing only personal income and personal spending, so it seems like match to what you are experiencing.)

If so...

Solution:

Step 1. Go to gear icon (settings). Under "TOOLS."
Step 2. Select "Manage categories." In the upper-right corner
Step 3. Toggle (switch on) "Personal categories."

Unfortunately, the "Personal categories" toggle (switch off) again when you run a report and then click on particular category (which links to transactions). No worries, simply switch on "Personal categories" again (Follow steps above.)

Rinse and repeat 15-20 times an hour.

It's tax season. Having fun yet?

I found and reported this bug with the QuickBooks Self Employed team at Intuit. As of today, a QBSE rep has escalated for further investigation and solution.