cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Categorize downloaded transactions - when I change one transaction, all transactions with similar description get updated with the same category. Can this be changed?

 
Solved
Best answer April 15, 2019

Best Answers
Highlighted
QuickBooks Team

Categorize downloaded transactions - when I change one transaction, all transactions with similar description get updated with the same category. Can this be changed?

I can provide you more details about your downloaded transactions, david-lenoir.

 

We can change it by editing or deleting a rule. Here's how:

  1. Go to Banking tab and select Rules.
  2. Look for the rule. Click the drop-down under the Actions column and select Delete.
  3. Click Yes to confirm.

 

 

You can check these articles for your future reference:

 

Please let me know if you have other questions. Have a great day!

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Categorize downloaded transactions - when I change one transaction, all transactions with similar description get updated with the same category. Can this be changed?

I can provide you more details about your downloaded transactions, david-lenoir.

 

We can change it by editing or deleting a rule. Here's how:

  1. Go to Banking tab and select Rules.
  2. Look for the rule. Click the drop-down under the Actions column and select Delete.
  3. Click Yes to confirm.

 

 

You can check these articles for your future reference:

 

Please let me know if you have other questions. Have a great day!

View solution in original post

Highlighted
Level 1

Categorize downloaded transactions - when I change one transaction, all transactions with similar description get updated with the same category. Can this be changed?

Thank you, this helps!

Need to get in touch?

Contact us