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barbara grobicki
May 25, 2022
Question

Link suddenly missing in categorization history!

  • May 25, 2022
  • 1 reply
  • 4 views

There was a link in the categorization history that provided access to historical detail.  I used it Friday and as of Tuesday it's missing.  I was told that there was an upgrade?  That link saved me so much time and provided for consistency for categorization.  Does anyone know anything about this?  Has anyone noticed it's missing?  I used it all the time...  I don't even know any workarounds other than manual look ups that will take forever.  See the screenshot attached where it used to be.    

1 reply

JasroV
JasroV
Level 8
May 25, 2022

I appreciate you for laying out the details of your concern and for attaching a screenshot, @barbara grobicki.

 

I'll share some insights on how we can get around this issue so you can manage your transactions seamlessly. I recommend logging out and logging back in to your QuickBooks Online (QBO) to refresh it. 

 

If the issue persists, I suggest accessing your account via a private or incognito window. This allows us to determine whether the problem is due to browser caching.

 

When the browser is full of cache data, it can hinder the views and performance of your account. Using a private window helps us verify the issue as this doesn't store any cache files. 

 

To access a private window, you can refer to these keyboard shortcuts: 

 

  • Ctrl + Shift + N (Google Chrome browser)
  • Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browsers)
  • Command + Shift + N (Safari browser)

 

If you’re able to see the link, I’d suggest clearing your regular browser's cache to refresh and optimize your browser. If the issue remains, I recommend using other supported browsers. This way, we can check if this is a browser-specific issue.

 

Once you're ready, you might want to utilize this article that can help you efficiently match your accounts: Reconcile an account in QuickBooks Online.

 

If you have any other concerns or questions about categorizing your transactions, please feel free to tag me in your reply. Our doors are always open to help you. Have a great day!

 

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barbara grobickiAuthor
May 25, 2022

Hi Jason, Thank!  Couple of notes:  I already tried loggin out and in, and I also already tried the Incognito window.  Neither of those worked.  I had not tried a different browser.  I had been using Chrome so tried using MicroSoft Edge - which is a fresh browser as I never use it normally.  Still no dice.  The link is gone.  The person at the Help Desk when I called said this must have been deleted during a QuickBooks Online update that occurred early this week?  I just am shocked that such a useful link would be deleted.  The article doesn't help as this is issue about quickly matching the account AND memo information that has been used in the past (especially if one vendor has charges that go to several accounts).  The memo information is critical as I have to prepare reports for our board of directors - so it needs to match each month for recurring charges.  It was super easy just to access that, confirm and copy that information.  Now I guess I will have to open another window and search for that previous charge?  That would take me forever for these recurring charges.  

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barbara grobickiAuthor
May 26, 2022

I recognize the importance of the categorization history feature when managing your transactions in QuickBooks Online, @barbara grobicki.

 

Allow me to clarify things out about what you can do to make categorization and matching easier.

 

It's correct that there was a software update wherein it made the categorization history link unavailable in QuickBooks. In the meantime, you can utilize the Transaction by Detail report. This report shows transactions assigned to a specific category.

 

Additionally, you can review the status of your feature request through this helpful link: Customer Feedback for QuickBooks Online.

 

Just reply to this thread if you need extra assistance with banking or QuickBooks. I'm always ready to help. Stay safe!


Hi MIch, 

Thank you cofirming that this link was removed during an upgrade.  Was this in error or included as part of a roadmap?  Are there plans to bring it back?  I have submitted feedback but cannot find my feedback on this in the Customer Feedback section.  And technically, this is not a request to add something.  This was an abrupt removal of a very useful tool.  I literally thought I had gone crazy as there was no indication that anything had changed or any upgrade had happened.  Can you let me know where my feedback is in the feedback forum?  Or how to find it?

 

While I recognize that there are workarounds to this link, it will literally take me several additional hours (that I don't have) to complete was an very simple task that I could do in seconds.  Is there any reasoning behind removing this link?  Or was this simply overlooked in error during the upgrade?  Surely I can't be the only one that noticed this (or maybe people wait until month-end to do this normally - I keep on top of it through the month).    

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