cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
lindseybrock
Level 1

Can I turn off automatic categorization? When I designate an expense as 'business' or 'personal,' quickbooks automatically chooses a category and the expense disappears

I am not able to select a category that fits best, and sometimes the transaction disappears so quickly, I am not able to see where it was placed (or I see that it is incorrect)
1 Comment 1
Archie_B
QuickBooks Team

Can I turn off automatic categorization? When I designate an expense as 'business' or 'personal,' quickbooks automatically chooses a category and the expense disappears

Welcome to the Community, lindseybrock. I'm here to share some information about categorising transactions in QuickBooks Self-Employed.

 

Yes, by deleting the bank rule you created, we can disable automatic categorisation of the bank transactions. But keep in mind, If you delete a rule, you won't change any of your categorised transactions. 

 

If you're on an internet browser:

 

  1. Go to the Gear ⚙ icon, then Rules.
  2. Find the rule and click next to Edit and then Delete
  3. Select Yes to confirm.

 

If you're using an iPhone or iPad (iOS):

 

  1. Tap your Profile icon. Then hit Settings.
  2. Click on Manage Rules.
  3. Pick the rule you want remove and hit Delete Rule
  4. Select Delete to confirm.

 

If you're using an Android phone or tablet:

 

  1. Tap the ≡ menu and then Settings.
  2. Click on Manage Transaction Rules.
  3. Pick the rule you want to remove and hit Delete Rule
  4. Select Delete to confirm.

 

To learn more about managing bank rules, you can check out this link: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Furthermore, if you want to edit or recategorise the past transactions, see this article for the detailed steps: Categorise transactions in QuickBooks Self-Employed.

 

Let me know if you need further help or have other questions about banking. I'll be around if you need me. Take care!

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up