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SAhn
Level 1

Transaction Category Keeps Changing

Hi,

 

I started to modify bank transactions by searching 'checks' under 'For Review' Tab.

However, once reclassifying category for one check, it automatically changes ALL transactions with description containing 'check'. It does not affect added transactions, but items to review are still changing category whenever looking up 'check's.

 

Does anyone knows how to fix this annoying feature? It's really frustrating as a first time QB online user.

 

Thank you in advance!

Solved
Best answer April 14, 2021

Best Answers
Jovychris_A
QuickBooks Team

Transaction Category Keeps Changing

I appreciate sharing the details about your concern, @SAhn.

 

We can toggle the default settings on the Banking window. There can be a lot of possibilities when choosing the options found in the Mini Gear icon.

 

In this case, since all of the transactions are automatically changing their category, I'd suggest unchecking the Enable suggested categorization box to fix the issue.

 

Let me show you how:

  1. In the Banking window, click the Mini Gear icon.
  2. Then uncheck the Enable suggested categorization box.
    1.PNG

  3. Click the Mini Gear icon again to save and close the options.

 

It won't automatically categorize the banking entries from now on.

 

I've added an article as your guide on how to add and match entries with your real-life bank: Categorize and match online bank transactions in QuickBooks Online.

 

Also, I'd recommend reconciling your bank account monthly so you can easily track transactions that cause account depreciation and able to undo them and categorize them on a given date in a short time.

 

If there are instances that you'll be needing assistance with QuickBooks bank feeds, feel free to post in the Community. I'm always ready to help you. Have a pleasant afternoon!

View solution in original post

1 Comment 1
Jovychris_A
QuickBooks Team

Transaction Category Keeps Changing

I appreciate sharing the details about your concern, @SAhn.

 

We can toggle the default settings on the Banking window. There can be a lot of possibilities when choosing the options found in the Mini Gear icon.

 

In this case, since all of the transactions are automatically changing their category, I'd suggest unchecking the Enable suggested categorization box to fix the issue.

 

Let me show you how:

  1. In the Banking window, click the Mini Gear icon.
  2. Then uncheck the Enable suggested categorization box.
    1.PNG

  3. Click the Mini Gear icon again to save and close the options.

 

It won't automatically categorize the banking entries from now on.

 

I've added an article as your guide on how to add and match entries with your real-life bank: Categorize and match online bank transactions in QuickBooks Online.

 

Also, I'd recommend reconciling your bank account monthly so you can easily track transactions that cause account depreciation and able to undo them and categorize them on a given date in a short time.

 

If there are instances that you'll be needing assistance with QuickBooks bank feeds, feel free to post in the Community. I'm always ready to help you. Have a pleasant afternoon!

View solution in original post

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