Banking
I can see two reasons why transactions get categorized automatically, Michael. I'll share them with you and lay out how to fix them.
The first reason is Bank Rules. Once you set up a rule, it creates commands depending on the information entered. If a transaction meets the said info, it automatically gets organized by following the details you've established.
We can switch it off by navigating through the Rules page. Here are the steps:
- Go to the Transactions menu and select Rules.
- Click Edit under the Action column for every Active rule.
- Scroll down and untick the Automatically confirm transactions this rule applies to option.
- Once done, hit Save.
You can also make it inactive by clicking the Box icon beside the Priority column. Then, select Disable in the Batch Actions dropdown prompt.
Meanwhile, the second cause is if you've turned on the Enable suggested categorization feature. This option recognizes transactions with similar bank details and organizes them automatically in the system. To prevent this function from occurring when your data gets downloaded in QuickBooks, refer to these procedures:
- From the Transactions menu, select Bank transactions.
- Pick the For review tab and click the Mini-Gear icon.
- Untick the Enable suggested categorization option. After this, you can now enter categories and organize the transactions manually.
- You can also review other details you don't want to populate on the transaction and deselect them from the Columns list (optional).
However, if there's no active bank rule or the suggested categorization feature is turned off, I recommend contacting our Customer Support Team. They can dig deeper into your account and identify the root cause of this matter, ensuring this gets resolved accordingly.
Finally, it's advisable to reconcile your account once you receive your bank or credit card statement. It ensures your transactions in QuickBooks are accurate and detects any discrepancies in your records in the program.
Kindly get back on this thread if you have more questions about the auto-populating details in your transactions or anything else about your data and reports. I'm always happy and ready to lend a hand.
