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J
Jim05
January 17, 2022
Question

Uncategorized transactions

  • January 17, 2022
  • 1 reply
  • 0 views

Dashboard shows 2 uncategorized transactions but there are no uncategorized transactions anywhere that I can find.

1 reply

M
MadelynCModerator
Moderator
January 17, 2022

Let’s get this resolved, Jim.

 

When the Internet data in your browser’s cache get corrupted, it sometimes leads to unusual behavior that affects system functionalities. You can perform some steps to get this fixed.

 

First, open your QuickBooks Online (QBO) account in a private or incognito window for testing. You can use these shortcuts keys below for quick navigation:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

Once logged in, check your Dashboard. If there are no uncategorized transactions show up, get back to your regular browser and clear its cache. Doing this helps the program to run better. You can also use other supported browsers as an alternative except for Internet Explorer.

 

If you’d like to use rules to automatically categorize transactions from your bank in the future. Check out this link for complete instructions: Set up bank rules to categorize online banking transactions in QBO.

 

Fill me in if you have any other questions or concerns besides your uncategorized transactions. I’d be glad to assist you further. Have a good day and always take care!

J
Jim05Author
January 17, 2022

No help using incognito. It has the same indication. All searches for uncategorized transactions come up empty.

K
Kevin_CModerator
Moderator
January 17, 2022

Thanks for the prompt response, @Jim05. Let me provide some information on how you can find your uncategorized transactions in QuickBooks Online (QBO).

 

You can review your downloaded transactions to check for the transactions that need to be categorized. Here's how:

 

  1. Go to the Banking menu.
  2. Select the bank account you want to review.
  3. Select the For Review tab to check your transactions.

 

 

Check out these articles for more information on how to manage bank rules and categorize entries:

 

 

Let me know in the comment section if you need further assistance with the uncategorized transaction in QBO. I'm always here to help. Have a good one!

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