Why does Quickbooks Self Employed automatically process and close every "Unreviewed" transaction without rules after I assign a "type" but before I assign a category?

Hello there, mmviolette. I appreciate the steps/guide you've included in your post. It helps me determine your concern right away.

QuickBooks Self-Employed automatically processes the transaction after we assign it as a Business, Personal, or Split. It uses the nearest related account. Instead of utilizing the Type column as our first action when organizing a transaction, we can assign it to the correct category first. Once done, choose the right type for it.

Still, we can go back to the transaction and correct the category (if necessary). I'll show you how:

1. Select Business or Personal.
2. Find the transaction. Click the arrow on the right side to view the details.
3. Change the category.
4. Click Save to reflect the changes.

I recognize how it affects you to handle your business data. We can share your ideas with our engineering team through your account. Here's how:

1. Go to Assistant located in the upper right-hand corner.
2. Type Feedback and click the Add a feature button.
3. Enter your request in the field. 

Also, we can check out this resource to see different information on how QBSE tracks your business income and taxes: QuickBooks Self-Employed Overview

I'm always here to help you if you have more concerns about managing transactions within your QBSE account. Take care always.

Hi,

It didn't use to do this. 

Why has it changed?

It's very time consuming as the category isn't always correct. It flashes up for a second and then is gone. 

Hello, @smarty_pants.

We can perform a few straightforward troubleshooting procedures to enable you to aid this error encountered under the Transactions in QuickBooks Self-Employed (QBSE). 

Let's try logging in using an incognito or private browser. Refer to these shortcuts below:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Once done, try to check the customer section if you can see the notes. If the issue persists, return to your default browser and perform a clear cache to refresh the system. However, if the error persists, try using other supported browsers.

Additionally, did you encounter any errors as you managed your transaction? I would appreciate it if you could send me a screenshot of the specific error.

Once everything is good, you can refer to this schedule C category to understand where to put expense transactions in QuickBooks Self-Employed.

I'm also adding this page for recording home or office deductions. See this as your guide: Track home office deductions in QuickBooks Self-Employed.

Get in touch with us if you still have queries in QuickBooks Self-Employed. I'm looking forward to hearing from you.

This makes me crazy too. It used to work just fine. Now uncategorized transactions disappear immediately after selecting their type, before I can categorize.

I know exactly what you mean. Its a pain in the butt. I dont want it to automatically do anything. Id rather take the time and make sure stuff is right then to have a mess at the end of the year. Like last year. I also deleted all of my rules because I enter transactions manually as they happen, then when quickbooks pulls it in, it auto categorizes it and I then have duplicates.

Have you found solution to this? It is so annoying. Thanks

I recognize how it affects you to handle your business data, @towerbuilder.

Currently, the feature to manually categorize after selecting the transaction type is unavailable.

I acknowledge how it is important to categorize transactions after selecting the transaction type in QuickBooks Self-Employed (QBSE).  As a workaround, you can create bank rules to automatically categorize these types of transactions.

Here's how:

1. Select Settings, and then click Rules.
2. Choose Create Rule and enter the customer or vendor you want to create the rule for in the description field.
3. Select to check the Match exactly checkbox if you want QuickBooks to only use the rule when transactions match exactly.
4. Select the account you want transactions to go into in the account drop-down menu.
5. From the Type dropdown, select Business, Personal, or Split.
6. Select the Category link and choose a category.
7. Select the Also apply to past transactions checkbox if the rule to apply the transactions is already categorized.
8. Once done, select Save.

Check this article for detailed information: Create rules.

While this option is unavailable, I recommend sending feedback about it. Our product developers are always open to suggestions to improve our products and can meet our customers’ business needs.

Here's how:

1. Go to Assistant located in the upper right-hand corner.
2. Type Feedback and click the Add a Feature button.
3. Enter your request in the field. 

I'll add this article to help you see different information on how QBSE tracks your business and taxes: QuickBooks Self-Employed Overview.

I'm always here to help you if you have more concerns about managing transactions within your QBSE account.