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Best answer September 28, 2023
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I have the steps you can take to avoid assigning the same customers to all your bank deposits in QuickBooks Online (QBO), @Laurasix.
QuickBooks carries a feature that allows the customer to save time in assigning customers to their bank transactions from their bank feeds. This is why, regardless of whether you don’t have rules created for this transaction, the application will automatically add the same customer if detected with the same bank details.
To prevent this from happening again, you can follow these guidelines accordingly:
- Go to the Banking menu, then the Banking tab.
- In the For Review section, click the small Gear icon.
- From there, uncheck the Enable suggested categorization.
After that, I have a set of articles that you can use to organize your transactions and reconcile your account. By doing this, you can classify your transactions correctly and prevent any discrepancies in your books:
- Categorize and match online bank transactions in QuickBooks Online
- Reconcile an account in QuickBooks Online
Let me know if you have more concerns about bank transactions. I’ve always got your back.
I have the steps you can take to avoid assigning the same customers to all your bank deposits in QuickBooks Online (QBO), @Laurasix.
QuickBooks carries a feature that allows the customer to save time in assigning customers to their bank transactions from their bank feeds. This is why, regardless of whether you don’t have rules created for this transaction, the application will automatically add the same customer if detected with the same bank details.
To prevent this from happening again, you can follow these guidelines accordingly:
- Go to the Banking menu, then the Banking tab.
- In the For Review section, click the small Gear icon.
- From there, uncheck the Enable suggested categorization.
After that, I have a set of articles that you can use to organize your transactions and reconcile your account. By doing this, you can classify your transactions correctly and prevent any discrepancies in your books:
- Categorize and match online bank transactions in QuickBooks Online
- Reconcile an account in QuickBooks Online
Let me know if you have more concerns about bank transactions. I’ve always got your back.
