QBO Suggested Categorization broken.

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!

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. 

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:

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. 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!

I have already called support and they stated that there is nothing that they can do to correct the issue.  That is why I cam to this website.

I am having the same issue. I think its because the connection to my bank account was lost (closed the account with my bank).

That caused all categorization to dissapear.

Thanks for chiming in on this thread, @GE_store. I'll route you to the best available support that can assist you with fixing the suggested categorizations in QuickBooks Online (QBO).

Beforehand, can you please share the name of your financial institution? So I can check on my end for any related issues with your bank.

Nonetheless, if you have followed the suggested troubleshooting by my peer, AileneA, above, I recommend contacting our Technical Support Team since the Community is a public forum and we'll need to collect some personal information to pull up your account. They'll be able to perform a screen-sharing session to investigate this behavior further. Here's how:

1. Log in to your QBO account.
2. Click the ? Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose a way to connect with us.

Please check out our support hours to ensure we can address your concerns promptly.

Additionally, you can visit these resources that will help you to speed up the review process of your online bank transactions:

• Categorize online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online

I'm always around and ready to help if you have more questions about categorizing your bank transactions in QBO. Just click the Reply button to add your comment so I can assist you further. Have a great day!