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david-lenoir
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?

 
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Best answer April 15, 2019

Best Answers
AlexV
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!

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2 Comments 2
AlexV
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!

david-lenoir
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!

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