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Best answer February 04, 2020
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Welcome aboard to the Community, @dcree.
When adding bank data in Bank Feeds, QuickBooks analyzes all the information received and provides the best possible category for your future transactions. To correct the categorization, you'll need to switch the radio button from Transfer to Add (see screenshot below)
Here’s an article with detailed instructions on categorizing bank transactions. It provides an overview of how the system analyzes all the information received from your bank:
Assign, categorize, edit, and add your downloaded banking transactions.
Reach out to me anytime if you have any other concerns. I’ll be right here ready to help you. Enjoy the rest of the day.
Welcome aboard to the Community, @dcree.
When adding bank data in Bank Feeds, QuickBooks analyzes all the information received and provides the best possible category for your future transactions. To correct the categorization, you'll need to switch the radio button from Transfer to Add (see screenshot below)
Here’s an article with detailed instructions on categorizing bank transactions. It provides an overview of how the system analyzes all the information received from your bank:
Assign, categorize, edit, and add your downloaded banking transactions.
Reach out to me anytime if you have any other concerns. I’ll be right here ready to help you. Enjoy the rest of the day.
