Turn off automatic recording of imported bank transactions Quickbooks Online

Hello,

If your client has RULES for those transactions, they probably have that rule also set to AUTO-ADD the transaction.

Just go to the RULES section in the bank feeds and disable to auto-add feature.

(picture attached

They don't. I set up the books and these are the first imported transactions.  QBO did this all by itself.  It classed EVERYTHING classed as a "software store" to one expense account (everything from R&D to G&A to a freaking computer purchase) and as I went through and corrected each item, it updated all of the succeeding transactions to match it.  I couldn't find any rule for "Software Store", unless it's hidden? 

Let me share some information about downloading bank transactions into your account, @CFOSecrets.

I've checked here on our end and there's no reported case about this one. It's possible that the Remember category selection and Show suggested rules is turned on when downloading the bank data. You can turn off this option in the Banking page.

Here's how:

1. Click Banking on the left side menu.
2. Choose Banking.
3. Tick the Gear icon on the right side menu. 
4. Uncheck Remember category selection and Show suggested rules from the Transaction details section. 

Please see the screenshot below:

For future reference, read through our help article: Download, match and categorize your bank transactions in QuickBooks Online. It includes a quick video tutorial to guide you with organizing your bank feeds transactions. 

Reach out to me in the comment below if you have any other issues or concerns. I'll be more than happy to help.

Was this issue ever resolved?  I'm having the very same issue with one of my clients.

Thanks for chiming in on this thread, @mrea. It gives me great pleasure to share information about the automatic recording of imported bank transactions.

You may have set up Bank rules when the system seems to auto-categorize your transactions. We can review them from the Banking menu and disable or delete them to prevent automatically categorizing your downloaded transactions in QuickBooks Online. Here's how:

1. From the left menu, click on Banking.
2. Go to the Rules tab.
3. Look for the rule, then click the drop-down arrow beside Edit.
4. Select Delete and Yes to confirm.
   
   

Otherwise, the Enable suggested categorization may be activated. You can also deactivate this feature by going to the Banking page and ticking the Gear icon. Here's how:

1. From the Banking menu, go to the For review tab.
2. Tick the Gear icon.
3. From the Transaction details section, uncheck Enable suggested categorization.
4. Click the Gear icon again to save the setting.
   
   

If you still find issues with QuickBooks Online assigning or adding categories to your transactions. I'd recommend reaching out to our QuickBooks Online Support Team. They can pull up your account within a secure environment and assist you further.

Once everything is in place, you'll want to check out this article that can aid you in reconciling your accounts seamlessly:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

I'm only a few clicks away if you have further concerns about managing your transactions. I'll be more than happy to help you out. Stay safe, and have a good one! 

Was there a fix found for this bug? I am having the same issue. I found one thread that said using a different browser would fix it and it did for about a month but now it is doing it again on the new browser. If I have any banking transactions that I haven't recorded it auto records when I sign out. I do not have "auto record" turned on for any of my rules. This started in July 2024. 

Welcome to the Community space, @TanglewoodPM.

I understand how automatically categorizing bank transactions can disrupt your workflow and affect your business tasks. Since you have already performed several troubleshooting steps to identify the root cause and the issue persists it would be best to contact our Technical Support Team, to help identify and further investigate. I will guide you through the process, and we will work together to resolve this issue as soon as possible:

1. Access your QuickBooks Online (QBO) company, go to Help (?).

2. Choose either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact us to connect with a support expert.

3. Select the preferred method of contact (phone or chat).

Also, please check out our support hours and contact us at a time convenient: Support hours and types.

Moreover, you can check out these articles for more information on how to manage bank rules and categorize entries:

• Categorize and match online bank transactions in QuickBooks Online
• How to set and use banking rules for downloaded transactions.

Once done, it's a great idea to reconcile your accounts to make sure that they match your real-life bank statements. For more information, check this article: Learn the reconcile workflow in QuickBooks.

The Community is always available 24/7. Fill me in if you need extra help with managing your bank transactions in QuickBooks Online. Your efforts are much appreciated, stay safe, @TanglewoodPM.