There are several reasons why QuickBooks automatically generates expenses. I'm here to help clarify these reasons and guide you on how to address them, gjoy.
One common cause is the presence of third-party applications connected to your QuickBooks Online (QBO) account that might be creating these transactions without manual input. To check for any connected application, you can navigate to the Apps menu in the left panel of your dashboard. For your convenience, I've included a screenshot below to assist you in locating this menu:
You'll want to disconnect the app to stop transactions from creating.
Secondly, it's important to check if any rules have been established in your account that might be the cause to automatically categorize and create expense transactions. To check if existing rules are created, please follow these steps:
If you've found one, you can delete the rule to prevent any further transactions from being created. See the screenshot below:
Next, you can also check the audit log to see the history of changes and additions created in your account. This can help you identify if the expenses were added by another user or by an automated process. Here's how to access the Audit Log:
Additionally, it's crucial to ensure that only trusted users have the ability to make financial transactions. You can manage user permissions or adjust roles by following these steps:
For more information on how QuickBooks records all account activity in the Audit Log, refer to this article: Use the Audit Log in QuickBooks Online.
Once you've determined the cause of the automatically generated expenses, QuickBooks offers a variety of expense reports that can help you review your transactions in one central location. Simply filter these reports to ensure you're viewing the correct data. For guidance on customizing reports, check out this article: Customize Reports in QuickBooks Online.
You can always comment below if you have further questions or concerns about expenses. The Community team is always right here to help you.
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