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I had QuickBooks two years ago and it was so easy it was saving me a lot of time. Now I hate it. Every time I make a deposit from any of my clients into my bank account QuickBooks will automatically categorized those deposits and link them to one of my clients from the past. I called a few months ago in regards to this issue and I was told to delete the rule which I don't have set anywhere and I spend over two hours on the phone sharing my screen with a QuickBooks representative but nothing was fixed. So I had to go into my bank account, look up every single deposit, open every single check image, go back to QuickBooks and change the clients name on each deposit. I was told that QuickBooks will continue to do this to save me time and now I have to sit in front of my computer and keep on correcting the clients name from every deposit I make. How is this saving me time? Do I work for QuickBooks? I have a business to run and QuickBooks needs to stop doing this asap. Suggestion are not saving me time and are not accurately.
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Hi there, @treesnative.
I understand that this problem is error-prone and complicated. To clarify, are you using QuickBooks Payments? I'll help you turn off the auto-match feature.
Follow these steps:
You'll also want to turn on the Suggested Categorization option in your bank feeds. This way, you'll be notified if there are transactions that match.
Here's how:
I've included some articles below that you may find handy:
Please let me know if you have additional questions or concerns about this process, @treesnative. I'll be here every step of the way. Take care and have a wonderful day ahead.
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