Have the category options for deposits disappeared for anyone else in QB online?

Greeting, @office259. 

Congrats on making your first post here in the Community. Let's work together to get this resolved. 

On which page does the category options disappear? Any screenshot or additional information on the subject will help me determine the best solution for your business. 

Once I've gathered some more details from you, I'll get you squared away. I look forward to chatting with you soon! 

I've attached a screen shot. Prior to today I have been able to select categories when I split a deposit.

Thanks for coming back. Let me show how the split transaction feature in QuickBooks Online (QBO) works, office259.

If you are trying to split the Deposit transaction in the Banking page, we'll need to select first the account in the Category field. Then, click the Split button to show the Category column with splitting the transaction. Let me show you how: 

1. Go to Banking in the left navigation panel, then Banking.
2. Pick the Bank account you need to manage.
3. Locate the one large deposit, then in the Category field, choose the account. 
4. Select a name in the Vendor/Customer field. 
5. Tap the Split button.
6. Fill out the necessary information in the Split Transaction page. Then, choose the account in the Category field. 
7. Press Apply and accept. 

To match transactions, just follow the steps below: 

1. Go to Banking in the left navigation panel, then Banking.
2. Pick the Bank account you need to manage.
3. Locate the one large deposit, choose Find match (see screenshot 2).
4. In the Match transactions page, select the Payments you need.
5. Press Save.

To learn more about this one, see the Categorize and match online bank transactions in QuickBooks Online article. We can also create bank rules that automatically categorize transactions for you. Here's how:

1. Go to the Banking menu
2. Select the Rules tab.
3. Tap New rule.
4. Enter a name in the Rule field.
5. From the For dropdown, click Money in or Money out.
6. From the In drop-down, choose the bank or credit card account.
7. Set the rule conditions. Decide the transaction must meet All or Any of the conditions. You can add up to 5 conditions.
8. In the Conditions fields, specify whether the rule applies to Bank text, Description, or Amount. Then select Contains, Doesn't contain or Is exactly to decide when how Quickbooks applies the rules.
9. Select the settings for the rule. Hit the Transaction type, Payee, and the Category to apply.
10. Press Save.

See the Setup bank rules to categorize online banking transactions in QuickBooks Online for the steps and details. Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Have a great day ahead. 

Thank you for the steps. I am familiar with them.

This issue is the category selections dropdowns are not there. Please see the attached photo. I have done the steps for confirming transactions from my bank for years in this program.

There are times that local internet cache files stored in the system can cause unexpected behavior in the product, office259. 

Thank you for the screenshot you've provided here. It makes the situation more clear.  

Let’s perform some basic troubleshooting so that you have the option to view the email being sent on the estimate. 

Let's go ahead and try signing in to QBO using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues.

Here's how:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.  

Don't hesitate to reply to let me know if need anything else when working in QuickBooks. I'll jump right back and offer my help to you again. Stay safe!

i saw the thread above, the same issue happened for me using incognito window.  Any suggestion?  I have 3 other online accounts without this issue.  Is it a setting issue? this just happened 

Thanks for joining this thread, @bzecher. I’m here to help so you can categorize your transactions in QuickBooks.

When splitting transactions in QuickBooks Online, you should be able to have category selection dropdowns. Besides incognito, have you also tried it in other supported browsers? If not yet, please do so. Otherwise, you’ll want to contact our support. They can check the issue further and help you find more solutions.

Here’s how:

1. Open your QuickBooks account.
2. Select the Help (?) menu.
3. In the Assistant window, type in “Talk to a human” in the field.
4. Enter “No category dropdown display in the Split transaction window,” then go to the Contact option.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

Here are some resources that help manage your bank feeds in the program:

• Categorize and match online bank transactions in QuickBooks Online
• Tips for Working in QuickBooks Online Bank Feed

Moreover, you can use this reference to ensure your account are balanced and accurate: Learn the reconcile workflow. It includes fixes and ways to make changes.

Don’t hesitate to add a comment if you have any other questions or concerns besides this category option. We’ll be here to help. Take care always!