Amazon App transactions not respecting the default settings for Category

Categorizing your transactions is crucial to ensure the accuracy of your books, jamie312. I'll provide input on this matter so these entries are efficiently placed in the appropriate account.

With QuickBooks, the program can automatically remember your previous category selection of a specific transaction and apply it to the future Amazon app entries downloaded to your QBO data. That said, if these transactions are still in the Overview or For Review page, you can manually modify and categorize the entry to the correct account category.

However, if these data are already categorized, you can edit or undo the transaction, and add the right account. You may also review the app entries from your account registers and verify the accurate details recorded from there. Doing so will help ensure your books are correct. To do this:

1. From the Gear icon, select Chart of Accounts.
2. Find the account you want to review, then click View Register.
3. Choose the specific transaction and review the account associated.

In case you require detailed steps in reviewing your overall data, you can start reconciling your account to ensure they always match your bank and credit card statements.

I'll be around anytime in this forum if there's anything else you require additional assistance with when managing app transactions in your company file. Let me know below so I can provide further help. Keep safe, and have a great day ahead!

Thanks, I do know how to edit after the fact. What I'm looking to do is change or delete the categories that QuickBooks has previously remembered for future transactions.

Hello there, Jamie.

The option to delete the categories that QuickBooks has previously remembered is unavailable. Please know that the autocategorization in QuickBooks will be based on the categorization history.

You can manually correct it if the system suggests an incorrect category in the meantime. Rest assured, the more transactions that QuickBooks categorizes, the better it gets at categorizing.

Check out the following articles for your reference in managing other banking-related activities:

• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Exclude a bank transaction you downloaded into QuickBooks Online

Kindly return to this post if there's anything else you need to know with your transactions. I'll be sure to get back to you. Keep safe.

Hello,

Will there ever be an option to edit the autocategorization of Amazon app transactions, similar to Rules for online banking? The categories QuickBooks assigns are incorrect the vast majority of the time. QuickBooks also doesn't seem to be learning from my recategorization actions. We use Amazon Business extensively and it's becoming more inefficient to use it than beneficial, due to all the hand-editing that's required. 

Thanks.

 Hello, Jamie.

The autocategorization of Amazon app transactions in QuickBooks is currently available. At present, QuickBooks does not provide customizable rules for Amazon transactions as it does for online banking transactions.

Alternatively, you can manually categorize transactions to ensure accuracy in QuickBooks. For regular purchases, consider setting up recurring transactions to streamline the process.We understand the importance of having these features available in QuickBooks Online (QBO) for your business preference. Please know that our Product Engineers are continually developing features to assist our customers.

I'd recommend sending feedback so they can consider this in future software updates. We appreciate your suggestion. You can follow these steps on how to send feedback:

1. Log in with your QuickBooks Online (QBO) account.
2. Go to the Gear  icon, select Feedback under PROFILE.
3. Enter your comments and product suggestions and click Next to submit.

Moreover, if you are looking for a specific third-party app to integrate with QBO for this purpose, please know that we’re unable to suggest a specific one. However, you can compare their features, and ratings, and read other users' comments on this page: QuickBooks App Store.
 

Once transactions are already in, you'll have to categorize and match them in QuickBooks.

Don't hesitate to add a reply below for further assistance. I'm always here to help you integrate your Amazon Business app with QuickBooks.