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mls237
Level 1

Has anyone had issues with QBs not saving transaction categorizations? On 4/13/20 I reviewed transactions; and now many of those entries continue to show as "unreviewed."

Even while I was reviewing and categorizing transactions, transactions I had *just* reviewed were showing up again as unreviewed. It seemed like a MAJOR glitch.
3 Comments 3
Nick_M
QuickBooks Team

Has anyone had issues with QBs not saving transaction categorizations? On 4/13/20 I reviewed transactions; and now many of those entries continue to show as "unreviewed."

Hi there, mls237. 

 

Thank you for coming to the QuickBooks community for answers. While it doesn't look to be a reoccurring issue with any other QuickBooks Self Employed Users. I want to make sure you're properly Categorizing and editing your transactions. I'm providing steps from the following link to make sure we're on the same page. 

 

- Categorize and edit transactions in QuickBooks Self-Employed.

 

  • Go to the Transactions tab from the main menu in the upper right
  • Swipe left for Business or right for Personal on each transaction. If you're in a browser, select either Business or Personal. 
  • If the transaction is both types, tap the transaction and select Split.

Categorize a transaction

 

When you make an expense as business, we try to assign the expense to the correct business category. You can change it yourself by tapping the blue field that appears right after you swipe the transaction left. 

 

Edit a transaction you already reviewed

  • Tap Reviewed at the top of the Transactions tab.
  • Tap the transaction you wish to change
  • Tap the current category to pull up the list of categories, or select Personal if you wish to change it to a personal transaction
  • Select the new category.

If you follow these steps your transaction categorizations should be correct. 

 

If you have any other questions or concerns, feel free to post them here. 

 

Thank you and have a pleasant evening. 

 

 

mls237
Level 1

Has anyone had issues with QBs not saving transaction categorizations? On 4/13/20 I reviewed transactions; and now many of those entries continue to show as "unreviewed."

Thanks for your response.  I am properly reviewing and categorizing transactions.  The issue I was having was only happening to some of the transactions I reviewed.  Other transactions stayed reviewed and categorized.  I am quite familiar with Quickbooks, and the problem doesn't seem to be connected to anything I am doing.  It seems like a glitch. 

katherinejoyceO
QuickBooks Team

Has anyone had issues with QBs not saving transaction categorizations? On 4/13/20 I reviewed transactions; and now many of those entries continue to show as "unreviewed."

Thanks for coming back, @mls237. There are times that QuickBooks behaves unexpectedly when the browser used holds too much cache and temporary internet files. 

 

To confirm, let's use a private or incognito window. Log in to your QuickBooks account and start reviewing your transactions. Use these following shortcut-keys to start:

  • Chrome simply press Ctrl + Shift + N.
  • Mozilla Firefox and Internet Explorer, press Ctrl + Shift + P.
  • Safari, press Command + Shift + N. Make sure you're using the latest version.

If it works, that means you're experiencing a browser-related issue. Troubleshoot your main browser to fix the issue by clearing the browser cache and temporary Internet files

 

If it's still an issue, use a different supported, up-to-date browser. It helps you learn about system requirements for QuickBooks Online. 

 

 Let me know if you have any other concerns. We're always here to help.  

 

 

 

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