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rachel4
Level 1

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?

 
5 Comments
Charies_M
Moderator

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?

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.

gmarko
Level 2

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?

I don't think the QBO rep answered the question as this default category selection occurs when no rule is deployed. For uploaded transactions or bank feed transactions that are not associated with any rules will default to one category/account. There is no rule associated with this action, how can I change the default assignment to "new" transactions?

FritzF
Moderator

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?

Thanks for joining this conversation, @gmarko.

 

The Remember category selection option in the Banking page may be checked, causing QuickBooks Online (QBO) to default the last selected category/account. If that's the case, here's how to uncheck it.

 

Here's how:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. In the For Review tab, click the Gear icon at the right.
  3. Remove the checkmark in the Remember category selection next to the Print and Export option. 

 

Just in case, I'll add this article for future reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

Reach out to me in the comment below if you have any other issues or concerns. I'll be more than happy to help. Have a great weekend!

User523
Level 1

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?

Can you do this in Quickbooks Self Employed too?

 

There is no tab for banking.

 

 

Catherine_B
QuickBooks Team

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?

Hi User523, 

 

I can share information on how we treat bank downloaded transactions in QuickBooks Self-Employed.

 

The Banking menu is available in QuickBooks Online. For QuickBooks Self-Employed, all transactions being automatically downloaded from your bank are posted on the Transactions page. From there, you can review and categorize them. The columns on the page are set by default. 

 

To help you handle bank downloaded transactions, you can use these links: 

 

Let me know if there's anything else that you need help with. Take care and have a great day!

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