How to get autopopulate to stop when reviewing bank transactions?

I'd be glad to help you stop the auto-population when reviewing bank transactions in QuickBooks Online, @Defendu. 

The possible reason why this happens is that the cached saved by the browser allows auto-populating the information on your end. That said, let me guide you in performing some troubleshooting steps to resolve. Let's start by accessing your account using a different or a private browser. You can use either of these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N
   

If it works successfully, you'd want to clear your regular browser's cache to prevent any unexpected behavior. Also, you can use other compatible browsers in QBO. 

Then, you can start reviewing bank transactions in QuickBooks Online. For detailed steps, please see this article: Categorize and match online bank transactions.

Keep in touch if you have other banking concerns with QuickBooks. I'll be happy to help you more. Have a great day!

Hi, @Defendu.

Hope you’re doing great. I wanted to see how everything is going about turning off the auto-population concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

This is the most frustrating thing I have ever seen. I cannot believe this is an Intuit product.  It is a total waste of time to try to fix this stuff. This is what we have the darn service for.  How do you make it stop doing this????

I understand where you're coming from, @Kathy710.

When you change a transaction from the bank feeds, it usually has no impact on other transactions. I'd also suggest following the troubleshooting steps suggested by my colleague @Rubielyn_J from the previous post. 

If you still get to experience the same problem, kindly reach out to Customer Support. That way, they can look into it further and give you the finest answer to your issue.

I'm adding this helpful guide on how to manage transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

Feel free to message back if you need more help with banking or QuickBooks. It's our pleasure to assist. Keep safe.

This work around didn't work for me.

I am having the same issues and none of the "work arounds" actually work. I've tried an incognito window and QBO is still auto-populating the payee field and is using the payee name from the previous transaction. I've checked all of the "Rules" and none of the ones set up are to auto-populate a payee name.

Please help - there seem to be many people with this issue and none seem to find any relief from your suggested work arounds.

Greetings,@TaraLUV. 

Thanks for joining in on this thread. 

This isn't the impression we want to leave you with. If none of the work arounds are fixing the problem, I recommend getting in touch with our Customer Support Team so they can review your account further. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Tap the Contact Us button/hyperlink. 
3. Give a brief description and hit Let's talk. 
4. Scroll down and pick to get a callback. 

It's that easy! 

Come back and let us know how it goes. Have a wonderful day! 

I was just on with a representative who did a screen share with me. We confirmed there are no rules set up. It stopped while the representative was on with me and when I went back in, it was doing it again. Can someone please post a way to stop this? 

I am also having this problem. The incognito mode suggestion did not work for me. Has a solution been found yet?

I can see two reasons why transactions get categorized automatically, Michael. I'll share them with you and lay out how to fix them.

The first reason is Bank Rules. Once you set up a rule, it creates commands depending on the information entered. If a transaction meets the said info, it automatically gets organized by following the details you've established.

We can switch it off by navigating through the Rules page. Here are the steps:

1. Go to the Transactions menu and select Rules.
2. Click Edit under the Action column for every Active rule.
3. Scroll down and untick the Automatically confirm transactions this rule applies to option.
4. Once done, hit Save.

You can also make it inactive by clicking the Box icon beside the Priority column. Then, select Disable in the Batch Actions dropdown prompt.

Meanwhile, the second cause is if you've turned on the Enable suggested categorization feature. This option recognizes transactions with similar bank details and organizes them automatically in the system. To prevent this function from occurring when your data gets downloaded in QuickBooks, refer to these procedures:

1. From the Transactions menu, select Bank transactions.
2. Pick the For review tab and click the Mini-Gear icon.
   

    

3. Untick the Enable suggested categorization option. After this, you can now enter categories and organize the transactions manually.
4. You can also review other details you don't want to populate on the transaction and deselect them from the Columns list (optional).

However, if there's no active bank rule or the suggested categorization feature is turned off, I recommend contacting our Customer Support Team. They can dig deeper into your account and identify the root cause of this matter, ensuring this gets resolved accordingly.

Finally, it's advisable to reconcile your account once you receive your bank or credit card statement. It ensures your transactions in QuickBooks are accurate and detects any discrepancies in your records in the program.

Kindly get back on this thread if you have more questions about the auto-populating details in your transactions or anything else about your data and reports. I'm always happy and ready to lend a hand.