I appreciate you reaching out to us regarding your issue in categorizing transactions in QuickBooks, Laura. You can count on me to guide you through the troubleshooting, ensuring you’re back to business in no time.
One possible reason you're unable to categorize transactions could be that your browser has accumulated too many cached files. QuickBooks relies on the browser's cache to function efficiently, so clearing any outdated files can help improve your viewing experience and overall system performance.
Let's start troubleshooting by pulling up your QuickBooks Self-Employed (QBSE) account using a private browser (incognito). Here are the keyboard shortcuts below:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Command + Shift + N (Safari)
Once signed in, go to the Transactions menu to categorize your bank entries.
If you're able to do so, return to your default browser and clear its cache (The article is intended for QuickBooks Online but is also applicable to QBSE). After that, you can restart your browser and log back into your QBSE account to refresh the system.
However, if this matter continues, I recommend clicking the browser's Refresh icon (please see the screenshot below) or using other supported browsers.

Additionally, if you find yourself categorizing similar items frequently, you may want to create rules to speed up reviews in QuickBooks and help ensure accurate financial data.
I'm glad I was able to assist you today, Laura. You can always return here by commenting below if you have clarifications or questions about managing entries in QuickBooks. I'll make sure to respond as soon as possible. Wishing you productive and successful business operations!