Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
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!

 

B
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.  

B
barbara grobickiAuthor
May 27, 2022

I can see how the updates affect your navigation experience, Barbara.


QuickBooks developers always search for ways to improve user experience by promoting helpful and efficient features to streamline processes that suit your business needs. That being said, the program is constantly updating its features and functionalities to stay current and competitive.


At this moment, we're unable to provide a specific time frame for when this categorization history feature becomes available again.


You’ll want to sign in and create an account to search for your feedback. I’m glad to show you the steps:

 

  1. Visit the Customer Feedback forum.
  2. Above the Search field, click the Sign in link.
  3. Select Create an account.


Once done, go back to the first page and search for your submitted feedback.


I’ve attached this article to make sure accounts are balanced and accurate: Learn the reconcile workflow in QuickBooks. It includes steps to edit reconciliation and ways to fix issues.

 

If you have any other questions or concerns besides the categorization history feature and feedback forum, please don't hesitate to let me know. I’ll be here. Always take care!


That's very disappointing that there is no timeframe to correct what I can only assume was an error.  Also, there should be notification when updates occur.  Usually platforms are transparent about releases? 

 

Anyway, I have sent in two feedback comments and neither of them are posted or I can't find them.  It also says I haven't posted feedback (which I have - twice).  Could there be a reason they aren't there?  Are you able to see them?

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement