When working on unreviewed transactions, as soon as I select business or personal, it is automatically assigning an (incorrect) category and disappearing. Anyone else?

That shouldn't have happened, @ittlefishplace. I'll be sure to help you get passed this issue, and will never happen again. 

It could be that your regular browser is full of temporary internet files that's why you encounter this unexpected behavior. 

As our initial troubleshooting steps, let's use an incognito or a private window to determine browser-related problems. Use these keyboard shortcut keys below to access according to your preferred browser:

• Google Chrome, press CTRL+ Shift+N
• Mozilla Firefox: press CTRL+Shift+P
• Internet Explorer: Press CTRL+Shift+P
• Safari: press Command+Shift+N

Check if you can categorize your unreviewed transactions without any problem. If that works, start troubleshooting by clearing the cache in your main browser. Otherwise, use another supported, and updated browser.

For future reference, check out this article to learn more about the Schedule C and expense categories in QuickBooks Self-Employed.

Feel free to message me again if you have additional concerns about categorizing your income and expenses in QBSE. Take care!

Unfortunately that did not work. I've cleared my browser history, empty cache and tried the shortcut provided for Safari and it still disappears as soon as I assign it the person or business. 

Thanks for reaching out to the community and sharing some updates about the issue with reviewing your transactions, @littlefishplace.

It is important for us to ensure you're able to manage your bank transactions without issues. Since you're getting the same issue after doing the troubleshooting, I highly recommend that you continue working with our support to escalate the problem.

As much as I would love to check this issue here, reporting issues like this are mainly handled by our Live Support Team. Our agents will need your account information to create a ticket and some more details about the issue including videos and screenshots of the problem. Make sure you ask the investigation number if it was escalated.

Here's how to contact our customer service:

1. Go to the Assistant menu from the top bar.
2. Enter the keyword Account and Billing Management. You can also use a different description of your concern.
3. Get your contact options.

Post here anytime for additional question or concerns with the bank transactions in QuickBooks Self-Employed. Have a good one!

Thanks for your help thus far. Unfortunately I have place a phone call, as well as 2 emails (one with a rep where I submitted video/photo information) regarding this issue with no follow up. I'm not sure where to go from here. 

Hello there, littlefishplace.

I appreciate all of the time and effort you have put into trying to find a solution to the unreviewed transaction issue. I understand how essential it is for your company to assign them to the correct category. This ensures the accuracy of your taxes and forms. With this, someone from our team will review your case and contact you if there are any additional questions.

I want to make sure you have the resources you need to manage your self-employed transactions. Our self-help articles cover topics such as how to classify income and expenses into the appropriate Schedule C category. You'll also learn how to handle banking transactions, mileage tracking, account management, and so on.

Should you have other QuickBooks concerns or additional questions about categorizing downloaded transactions, let me know in the comment section below. The Community has your back, and I’m also here, ready to help you.

I have the same issue as the OP. As soon as a transaction is categorised as business, it disappears. I then have to find the transaction by guessing which category it was set to, and assign it to the correct category. It's really annoying and makes what should be a simple process become a hassle.

I normally use Firefox but have tried in Chrome and found exactly the same behaviour.

Hello, @Porcupine24.

I understand your situation about the error within the Transaction section. I'm here to help you find a workaround so you can contact our support team in QuickBooks Self-Employed.

If the issue encountered was not fixed using other supported browsers, Let's call our support team to raise this concern with them. They have screen-sharing tools to examine further and provide a resolution.

Here's how to get in touch with us:

1. From the top bar, select the Assistant menu.
2. Enter a brief discussion as the keyword. You can also describe your problem differently.
3. Get your contact information.

Since every bank connects to QuickBooks differently, there are times when crossing wires. QuickBooks may every so often download duplicate transactions. Here's what to do with redundant transactions and how to avoid them in the future: Manage double transactions.

Please let me know how everything goes or if you encounter any difficulties after completing those steps. Leave a comment below, and I'll respond right away. Have your day splendidly.

I am SO grateful that you responded because I have been battling quickbooks for over 4 months over this. They told me that it is an issue on my end and everything on their end is working as it's supposed to. I'm beyond frustrated that I'm paying for a service that isn't working correctly. 

Frustrating issue, isn't it! I can only imagine that a 4 month wait is extremely frustrating!

I do not believe for one second that it is a problem with the end-user. I am a web developer and I used an Firefox extension to show what calls (requests to web servers) Quickbooks is making upon categorising a transaction as either business or personal.

Several calls are made by the code. These will determine how the page reloads or what it does with the transaction in question after it has been categorised.

It's fair to say that sometimes extensions to browsers do interfere with normal behaviour. To eliminate this as a possibility I've tried Chome (where I have no extensions installed) and Firefox in a private window (which disabled any installed extensions) and I noticed the same behaviour in both cases.

I do not accept any claims that this is the way the bank loads transactions into Quickbooks, the users temporary internet files, blah blah blah.

I believe this is an issue in the code and am baffled as to why they have left you waiting for 4 months over this!

Personally, if this isn't resolved, I'll be switching to Xero.

I am also experiencing this issue. It seemed to have happened out of nowhere. My current workaround is to just use the self-employed app. Although I do prefer to work on my laptop when I have the time at home. It's frustrating. Any kind of update?

Thanks for bringing this up, @Jeffrah. I appreciate your patience and your effort in finding a workaround. Let me provide the steps for troubleshooting the error while working on your unreviewed transactions in QuickBooks Self-Employed.

When there is a cache, it affects the functionality of QuickBooks and might result in missing tabs and unexpected errors in features. It is also a method to lessen issues that arises when using QuickBooks.

Follow the steps below:

1. Restart your browser.

2. Log in to your account and try in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

• Google Chrome: press Ctrl + Shift + N
• Microsoft Edge: press Ctrl + Shift + N
• Firefox: press Shift + CTRL + P

3. If it works on the private browser, go to the regular browser and clear your cache.

4. Then, sign in back your account using your regular browser.

You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.  

To quickly resolve this issue, we suggest contacting our support team for QuickBooks Self-Employed. They can provide prompt assistance.

Kindly take a look at the following steps:

1. Log in to your account.
2. Go to Help (?) and select Contact Us.
3. Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
4. Enter talk to a human, then choose Continue.
5. Select which way you want to connect with us. Have us call you - Get a call from a support expert.

Visit this page and find the related article that can help you on your future task within the banking section: Find help with bank feeds and reconciling accounts.

The Community is here for you 24/7 on the clock. We are also willing to help you manage your banking transactions. Notify us below. Keep safe.

As of August 2023, it is still not rectified. I had several assistants on the Quickbooks end try to tell me it was isolated to me, but I knew it wasn't through speaking with others. It's still an issue and I'm told it will basically stay this way. So so frustrating. 

Yes, as of today, this is still an issue and I will be looking to move my book keeping to another service. Absolutely blew my mind how much time they spent telling me it was an error isolated to me only. This is a service that we pay money for. Our businesses depend on it. For that reason, I'll be looking to move on. It's weekly frustration for a year!

I'm sorry to say don't plan on it changing anytime soon. This has been a year long battle for me. They spent 4 months telling me it was an issue isolated to me, even though I had spoken with others who were experiencing it as well. After going out of my way to prove it wasn't isolated, I was basically told it's just the way it is. I will be moving my bookkeeping. I can't imagine paying for and depending on a service for my business that doesn't work properly any longer. I need a reliable service for my business. That is what we're paying for after all, right?  Good luck!

I have this same issue.  It's when you have it filtered to "unreviewed".  For whatever reason, there's no delay in removing it from the filter.  I'd like just 20-30 seconds so I can add appropriate tags and categorize properly.  If you work within "all transactions", you won't have the issue, but that's also frustrating because you have to sort through all of the transactions that have already been sorted. 

Thank you for acknowledging that! Yes, you're having the same issue as me. You can't sort by only "unreviewed" because if you do, they disappear as soon as you choose business or personal. You wouldn't believe how long I argued with quickbooks about this. One person told me it was just me/user error. One told me "it's always been that way". The multiple bogus responses I got back were wild and I can't believe it's still an issue. Now we have to look at ALL of the transactions and waste our time finding the unreviewed ones in the mix, just to get them done. So frustrating....