Hello there, littletree1. I can see that you're having challenges with reclassifying your balance sheet in QuickBooks Online.
May I know if you've utilized the bank rule feature? If so, this could be the reason why some of your transactions are categorized as an unspecified category.
If this option is turned on, it will automatically categorize transactions for you. The three criteria that can be specified in a bank rule condition are the transaction date, the transaction amount, and the description of the transaction.
Follow these steps to verify or deactivate this function:
- Go to Settings. and select Rules.
- If you need to make changes to a bank rule, select Edit.
- In the Actions▼ dropdown next to the rule, you can choose to Copy, Disable/Enable, or Delete the bank rule.
If you require assistance from our Customer Care Team, please ensure to reach out to them during our designated support hours to receive prompt assistance for your concern. You can find more detailed information in the provided article: QuickBooks Online Support.
You can also follow the steps below:
- Log in to your account.
- Click the Help button at the top right corner.
- Go to the Search tab, then select Contact Us.
- Enter a brief discussion with your concern, then click Continue.
- Choose to Have us call you to connect with us.
I'm also adding this page for additional help if you need to start fresh your QBO account. If you're a new customer, you can purge your data and start over. If you've used QuickBooks for a while, you need to create a new company. Please refer to this article: Delete your data and start over in QuickBooks Online.
We are still here if you need further guidance with managing your transactions. Ping me by adding a comment below.
