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userID67
Level 1

nightmare with qb lately-- changing categories- like ai autocorrect is making things up. horrible- anyone else with similar nightmare?

 
4 Comments 4
MadelynC
Moderator

nightmare with qb lately-- changing categories- like ai autocorrect is making things up. horrible- anyone else with similar nightmare?

This isn’t the experience we want to leave to you, @userID67.


If you’re currently managing your bank transactions, please know that QuickBooks automatically suggests categories to simplify and streamline processes. You can disable the Enable suggested categorization feature to prevent this issue in the future.


Here’s how:

 

  1. Within your QuickBooks Online account, go to the Banking menu.
  2. Select the Banking tab.
  3. Click the Small Gear icon and uncheck the Enable suggested categorization option.


For your existing transactions, you can manually categorize them in the meantime to put them into the right accounts.


You also mentioned “ai.” Are you using a third-party app to automatically categorize transactions? If so, then it would be best to reach out to their support team for assistance and resolution.


I’m adding this reference to make sure everything is balanced and accurate: Learn the reconcile workflow in QuickBooks. It contains steps to modify completed reconciliation and ways to correct balance issues.


Please don’t hesitate to visit us here if you have any other concerns besides categories. I’m always available to help.

TierOne1
Level 1

nightmare with qb lately-- changing categories- like ai autocorrect is making things up. horrible- anyone else with similar nightmare?

YES, I don't remember enabling this feature???? But I am trying  to get accounting finished for taxes and it keeps trashing my bank transactions, recategorizing whole batches of transactions that are unrelated and not selected. What a disaster to role this functionality out at TAX TIME

TierOne1
Level 1

nightmare with qb lately-- changing categories- like ai autocorrect is making things up. horrible- anyone else with similar nightmare?

Any BTW, there is no Banking menu in Quickbooks Online.

Ethel_A
QuickBooks Team

nightmare with qb lately-- changing categories- like ai autocorrect is making things up. horrible- anyone else with similar nightmare?

Hello there, @TierOne1.

 

I'll help you locate the Banking menu in the new layout of QuickBooks Online.

 

To turn off the suggested categorization feature, you can switch to the Accountant View to see the banking menu. You can change it from the Gear icon and click the Switch to Accountant view at the bottom. See the screenshot below.

 

Then, follow the steps provided by my colleague above to turn off the automatic suggested categorization.

 

For future reference, you can read this article to help you in running reports in QuickBooks Online. I'm always here to help. Have a great day.

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