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D
Dode
June 1, 2022
Question

Banking matching suggestions became complete mess

  • June 1, 2022
  • 1 reply
  • 0 views

Hi there,

I'm not sure if it's only for me or someone else is experiencing this as well.

In past then I was doing banking suggestion were so good. They used to remember things I do monthly and I had not think about many of them.

Now for some time, that got completely messed up. It forgot my daily stuff and started offering things out of the blue. And on top of this they for expenses, now it suggest  income options. 

Is there any way to stop this from happening without creating rules for everything? Or I just have to live with lost feature :(

 

    1 reply

    P
    payment after leaving
    June 17, 2022

    Hi Dode if you'd like to deactivate the auto categorise function then you can do so by navigating to the banking page, select the small cog to the right of the export and print icon located above the action column, and de-select the 'enable suggested categorisation' option. You can also delete the rules you've created by selecting rules, selecting the drop down menu to the right of edit, select delete.

    B
    Bexthom
    September 2, 2022

    I have the same problem, 'Auto-categorisation' has been de-0activated for some time but it continues to create nonsense matches and I can't batch-accept transactions as they all have different and completely wrong categories. HELP!

    G
    GeorgiaC
    September 2, 2022

    Hi Bexthom, do you have any rules created in your banking on QuickBooks to auto-categorise and auto-add transacions?

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