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lctamplin-icloud
Level 1

Why does my bank items not stay categorized. I just spent several hours categorizing my accounts and went back in and it was as if nothing happened.

 
1 Comment 1
SirielJeaB
Moderator

Why does my bank items not stay categorized. I just spent several hours categorizing my accounts and went back in and it was as if nothing happened.

Hi there, lctamplin. Let's go through some steps to fix and manage your transactions effectively.

 

Before proceeding, check your Audit log to monitor any changes in activities on your Banking page. It will let you see who and what changes have been made to your books. Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon at the top.
  3. Select Audit log under TOOLS.

 

There are times when websites, like QuickBooks Online (QBO), encounter browser issues caused by stored internet cache files. To successfully categorize your transactions, let's troubleshoot by logging into your account and performing the activity using an incognito window or private browser for a better browsing experience. Here are the keyboard shortcuts:

 

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

 

If it works, open your regular browser and delete your browser's history to start fresh. If not, you can utilize another supported browser, as the one you're using now may have a temporary issue.

 

Visit these references to monitor your income and expenses moving forward:

 

 

Keep me updated if you have further concerns with handling other banking-related activities. I'm always ready to give necessary assistance and resources. Fill me in by leaving a comment below.

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