Level 1

I have been experiencing issues with quickbooks automating my expenses and income. This has been occuring since 2 months and my issue was not resolved. I have spend hours

 
Moderator

Reports and accounting

Good day, info-marwahacade.

 

You might want to delete and recreate your recurring transactions in QuickBooks Online (QBO). This helps resolve the issue that you're experiencing. 

 

If you're referring to your bank account automating transactions, then I recommend creating a rule. It saves you time by setting up automatic categorization of regular recurring transactions.

 

  1. Go to Banking and select Rules.
  2. Click on New rule.
  3. Fill out all necessary fields in the Create rule window.
  4. Toggle the Auto-confirm slider to turn on.
  5. Click on Save once done.

You can learn more through this link on how to use bank rules to automatically categorize transactions from your bank: Set and use banking rules for downloaded transactions.

 

For additional reference, you might want to read and learn more about assigning and categorizing downloaded transactions in QBO.

 

Click on the Reply button and provide further details if you meant something else. We're here to help.