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QB downloads bank statements

when downloading bank statement into QB does not enter into re-occurring categories , just states "bank debit", even with memorized transaction?" Years ago with microsoft money it would auto fill How can i get it to automatically remember the category?
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Anonymous
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QB downloads bank statements

Good day, @sellbuyu.

 

Thanks for posting your question in the Community. Let me help share some information about downloading bank statements in QuickBooks.

 

In QuickBooks Desktop, there's no option to auto-fill the category when downloading banking transactions. We can create rules instead. When adding transactions with renaming rules, they are usually categorized as (Auto) Matched and (Need your Review) Unmatched.

 

Allow me to route you to this helpful article for more information and for the detailed steps in creating rules: Use renaming rules for Bank Feeds.

 

This will get you on the right track if you want to automate the categorization of the transactions on the bank feed, including assignment of the transaction type, category, payee, class, and location. They can also be used to automatically split transactions.

 

As always, you can contact our Desktop Care Support if ever you need assistance in going through with the steps. Here's how to get their contact information:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

 

Keep me posted if you have other questions about downloading bank statements. I'll be here to help.

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