QBO started suggesting accounts that are wrong 99% of the time. Almost every transaction that is downloaded from ANY of my credit cards is automatically assigned to an "account" that is another credit card. In the past is did a decent job of automatically categorizing the transaction however that stopped working several weeks ago. Less than 1 in 100 transactions are categorized correctly. I have read about this online and tried everything that was suggested to other customers. I have unchecked Enable Suggested Categorization.When i go back at a later date the box will be checked without my checking the box.Even when this is off i still have the issue. I have looked at my rules. I have a few rules and they work fine and actually categorize the associated transactions correctly. I do not have automation turned onI have verified that all settings are turned off on Automation section under advanced Account Settings.

Hi there, VTOH. Thank you for reaching out to the Community and verifying that all the setups are correct. In QuickBooks, the suggested categorization feature relies on the accuracy of the data it receives. If there are errors or inconsistencies in the transaction details, it may lead to incorrect categorization suggestions. Also, QuickBooks Online may not have access to all the necessary information to categorize certain transactions accurately. QuickBooks relies on patterns and algorithms to make suggestions, but sometimes, additional context is needed to make more precise categorizations. However, since you verified that all settings are off and disabled. I suggest opening your QuickBooks Online using a private browser. Sometimes, browsers often store data that can disrupt the functioning of websites like QBO. Using private windows helps avoid conflicts caused by cached data. Use these keyboard shortcuts: Google Chrome: Ctrl + Shift + NSafari 11 or newer: ⌘ + Shift + NMS Edge and Firefox: Ctrl + Shift + P If this solution is effective, consider deleting the cache in your web browser to allow the system to begin anew. You can also use other supported updated browsers as an alternative. Are you looking to categorize and match your bank transactions in QBO? In that case, there's a great article you can reference for more information: Categorize and match online bank transactions in QuickBooks Online. Also, I'd recommend reconciling your accounts every month. This will help you manage your expenses and detect any possible errors accordingly. It's always good to stay on top of your finances to ensure everything is accurate and in order. For the step-by-step guide, kindly visit this article: Reconcile an account in QuickBooks Online. Please feel free to add a reply to this thread if you have any additional questions or concerns. Take care and stay safe!

V

VTOH

Question

QBO Suggested Categorization broken.

Forum|Forum|2 years ago
August 30, 2023
1 reply
0 views

QBO started suggesting accounts that are wrong 99% of the time. Almost every transaction that is downloaded from ANY of my credit cards is automatically assigned to an "account" that is another credit card. In the past is did a decent job of automatically categorizing the transaction however that stopped working several weeks ago. Less than 1 in 100 transactions are categorized correctly. I have read about this online and tried everything that was suggested to other customers.

I have unchecked Enable Suggested Categorization.
- When i go back at a later date the box will be checked without my checking the box.
- Even when this is off i still have the issue.
I have looked at my rules.
- I have a few rules and they work fine and actually categorize the associated transactions correctly.
I do not have automation turned on
- I have verified that all settings are turned off on Automation section under advanced Account Settings.

QuickBooks Online

A

AileneA

Moderator

Hi there, VTOH.

Thank you for reaching out to the Community and verifying that all the setups are correct. In QuickBooks, the suggested categorization feature relies on the accuracy of the data it receives. If there are errors or inconsistencies in the transaction details, it may lead to incorrect categorization suggestions.

Also, QuickBooks Online may not have access to all the necessary information to categorize certain transactions accurately. QuickBooks relies on patterns and algorithms to make suggestions, but sometimes, additional context is needed to make more precise categorizations.

However, since you verified that all settings are off and disabled. I suggest opening your QuickBooks Online using a private browser. Sometimes, browsers often store data that can disrupt the functioning of websites like QBO. Using private windows helps avoid conflicts caused by cached data. Use these keyboard shortcuts:

Google Chrome: Ctrl + Shift + N
Safari 11 or newer: ⌘ + Shift + N
MS Edge and Firefox: Ctrl + Shift + P

If this solution is effective, consider deleting the cache in your web browser to allow the system to begin anew. You can also use other supported updated browsers as an alternative.

Are you looking to categorize and match your bank transactions in QBO? In that case, there's a great article you can reference for more information: Categorize and match online bank transactions in QuickBooks Online.

Also, I'd recommend reconciling your accounts every month. This will help you manage your expenses and detect any possible errors accordingly. It's always good to stay on top of your finances to ensure everything is accurate and in order. For the step-by-step guide, kindly visit this article: Reconcile an account in QuickBooks Online.

Please feel free to add a reply to this thread if you have any additional questions or concerns. Take care and stay safe!

V

VTOHAuthor

Ailene

I have followed your directions and downloaded more transactions. they are still classified with totally irrelevant accounts. Please make it stop. There are dozens of people with the same request on line and there is never a resolution. Please help.

R

ReymondO

Moderator

Good day, @VTOH. I appreciate your response and for following the recommendations mentioned earlier.

Since you're still getting the same results after performing the troubleshooting steps, I'd recommend reaching out to our QuickBooks Customer Support Team. They can conduct a more in-depth investigation to pinpoint the problem and provide you with an appropriate solution.

Here's how to connect with them:

Sign in to your QuickBooks Online company.
Click Help (?).
Select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

Additionally, I suggest conducting monthly account reconciliation. This practice assists in effectively managing your sales and expenses while promptly identifying any potential errors. For a detailed step-by-step guide, please refer to this article: Reconcile an account in QuickBooks Online.

Should you require further assistance, feel free to inform me. I'm here to provide support at every stage. Wishing you a splendid day ahead!

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