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essemsf
Level 2

In QBSE it automatically designates a category and then disappears without giving me the chance to choose it myself. How do I stop this?

 
1 Comment 1
ChristineJoieR
QuickBooks Team

In QBSE it automatically designates a category and then disappears without giving me the chance to choose it myself. How do I stop this?

I can help you how to fix this, @essemsf. Let's work together and turn this feature off in QuickBooks Self-Employed.

 

A possible reason transactions automatically categorize on your end is that the Rules option is active inside your QBSE account.

 

In this case, we can go to your Gear icon to disable the option. It'll be my pleasure to walk you through the process to get you going:

 

  1. Select Gear ⚙ and then Rules.
  2. Locate the rule and choose Delete.
  3. Make your changes and select Save.

 

If you're using a mobile device, refer to this article for the detailed steps: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Furthermore, you can use this page as your reference in your banking transactions category to keep you aligned with Schedule C: Schedule C and expense categories in QuickBooks Self-Employed.

 

There you have it, @essemsf. Let me know if you have additional concerns. I'll be here to support you.

 

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