Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Thanks for taking the time to share your concerns here in the Community, tshepard. I’d be happy to help you prevent check transactions from automatically assigning to a specific vendor or chart of accounts.
In QuickBooks Online, there's a feature that suggests categories based on past transactions and vendor names, which can save you time. However, if you’d like to disable this feature, follow these steps:
- Go to the Bank transactions tab.
- Click the gear icon on top of your bank feeds.
- Under Transaction details, untick Enable suggested categorization.
This will give you more control over how your transactions are organized. For more information on categorizing your bank transactions, feel free to check out this helpful article: Categorize online bank transactions in QuickBooks Online.
Additionally, here’s a guide to help ensure your QuickBooks accounts align with your real-life accounts: Reconcile workflow.
If you have any more banking questions or need assistance with categorizing transactions in QuickBooks Online, feel free to reach out here. I'm dedicated to ensuring your concerns are addressed promptly. Take care, tshepard!
