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Some of my uploaded/pending expenses are defaulting to categories I deactivated, causing them to be reactivated.How do I set them to default to a specific category?

 
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QuickBooks Team

Re: Some of my uploaded/pending expenses are defaulting to categories I deactivated, causing them...

You've reached the right support, rachel4.

 

I'm here to help you set up expenses to the correct category in QuickBooks Online (QBO).

 

You'll simply have to edit the Bank Rule settings in QBO. I'd be delighted to walk you through the steps below:

  1. Go to Banking, from the left menu.
  2. Select Bank Rules.
  3. Under the Actions column, click Edit.
  4. Choose the correct Category and enter the necessary changes.
  5. Click Save.

I've found an article that serves as your visual guide on using Bank Rules in QBO: Using bank rules.

 

Count me in if you have additional questions about bank rules. It's my pleasure to help.

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