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lctamplin-icloud
New Member

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
QuickBooks Team

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.

Let's go through some steps to fix and manage the transactions in your QuickBooks Online (QBO), lctamplin.

 

Before doing so, review your Audit log to track if there are 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 the QBO website encounters browser issues caused by stored internet cache files. Let's perform some troubleshooting steps to categorize your transactions effectively. Begin by logging into your account and doing the activity in an incognito window or private browser to optimize your browsing experience. Below are the keyboard shortcuts:

 

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

 

If it's successful, open your regular browser and delete your browser's history to start anew. If not, you can utilize another supported browser because the one you're using now may have a temporary malfunction.

 

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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