cancel
Showing results for 
Search instead for 
Did you mean: 
nancy-hough
Level 1

When categorizing bank transactions, the Customer field is missing. I have tried looking at the same thing via different browsers and also clearing my cache.

 
3 Comments 3
Erika_K
QuickBooks Team

When categorizing bank transactions, the Customer field is missing. I have tried looking at the same thing via different browsers and also clearing my cache.

Hi there, nancy. 

 

I've noticed that you've posted twice in the forum about managing your split transaction. I'm here to help you out. 

 

Since you've performed some basic troubleshooting steps but still with the same result, we can also ensure that the Track expenses and items by customer option is turned on.
 
Slide1.PNG

 

However, if the issue persists, I recommend contacting our support team. They have the resources to determine why you were unable to add a customer to your split transaction while ensuring your personal information remains secure.  

 

Here's how: 

 

  1. Go to the Help (?) icon.
  2. Select either tab to get started:
  • AssistantGet quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

You can check out their support hours to determine their availability.

 
Also, I've added this guide about how you can speed up the process when categorizing your bank data: Set up bank rules to categorize online banking transactions in QuickBooks Online

If you have follow-up concerns about bank transaction management, comment below. I'll be here to lend a hand. Take care! 

nancy-hough
Level 1

When categorizing bank transactions, the Customer field is missing. I have tried looking at the same thing via different browsers and also clearing my cache.

I don't see the Customer field at all

jeanbiverly_
QuickBooks Team

When categorizing bank transactions, the Customer field is missing. I have tried looking at the same thing via different browsers and also clearing my cache.

Let me help you get past this issue, Nancy.

 

To access the Customer field when splitting transactions, ensure that the "Track expenses and items by customer" option is turned on. Here's how to do it:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Choose the Expenses tab.
  4. From the Bills and expenses section, turn on Track expenses and items by customer
  5. Click Save, then Done.

 

For more detailed information on categorizing bank transactions, feel free to visit this article: Categorize online bank transactions in QuickBooks Online.

 

In case you want to categorize your bank transactions automatically using bank rules, you can refer to this article for guidance: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

You can always get in touch with us if you have any other concerns besides accessing the Customer field. We're here to help you in any way we can. Stay safe!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us