Turn off predictions for transactions

Hello there, SS123.

Thanks for joining us here in the Community. I’m here to help stop the categorization of your transactions correctly.

We haven’t received any updates about QuickBooks Self-Employed being able to categorize transactions automatically. It’s possible that the Rules feature in the program is causing this to happen.

Once you’ve enabled it, QBSE will assign your downloaded bank entries right-away to a specific payee or categories. Let’s double-check this setting on your account, then edit or delete it if necessary.

Here's how:

1. Go to the Gear icon at the top, select Rules.
2. Look for the rule you need to review.
3. Pick Edit to modify it.
4. Otherwise, click the Edit drop-down and choose Delete.

Please note that if you delete a rule, it won't be applied going forward. However, it also does not erase anything that's been applied so far.

For more detailed information, you can check out this article:

Use rules to speed up reviewing and categorizing transactions

That should do it! By following these steps, your incoming downloaded transactions won’t be categorized automatically. And, you’re now able to manage them accordingly.

Feel free to let me know as to how the predicting of transactions goes. I’ll be on standby for your response. Have an awesome week ahead.

This feature is making categorizing my transactions ridiculously tedious! I'm thinking about switching to a new accounting software... why on earth can we not turn this option off?!?!

I am a QB Pro Advisor using QBO Accountant. When I need to choose the correct Category (i.e Expense account) from a downloaded transaction QBO does not provide a drop down of all my account choices. I get a choice of the incorrect account or the option to create a new one.

This is a ridiculous and unnecessary burden; Intuit should fix this immediately. Forget Beta Testing. It is bad bad bad.