I'm facing an issue categorizing a transaction, getting a "Select an account" error. Followed troubleshooting steps, but no luck. Any advice?

loyaltco · ‎December 22, 2023

Dear QuickBooks Community,

I hope this message finds you well. I'm currently experiencing challenges while attempting to categorize a transaction, and I'm encountering a persistent "Select an account" error. I've diligently followed the suggested troubleshooting steps, including a thorough review of transaction details, account settings confirmation, and cache clearance. Despite these efforts, I have not been able to resolve the issue.

The error message offers limited details, leaving me uncertain about the root cause. I'm reaching out to seek your expertise and guidance. If anyone has faced a similar issue or can provide insights into potential solutions, I would greatly appreciate your assistance.

Thank you for your time and consideration.

Best regards,
Nick

MelroseV · ‎December 22, 2023

Hello there, loyal.

Since there's no reported issue with this error in categorizing the transaction. I recommend contacting our Customer support team to investigate the root cause of the problem. They can provide you specific guidance on how to resolve it.

Here's how:

1. Sign into your QuickBooks Online company. Select Help (?).

2. Choose either tab: Assistant or Talk to a Human.

3. Search or click Contact Us.

4. Start a chat with a support expert.

Check this article for more detailed steps and support hours: QuickBooks Online Support.

Additionally, I've added this article that'll help you review your accounts in QuickBooks to make sure they match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Should you need additional assistance in categorizing, feel free to post it here in the Community. Keep safe!

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