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pgn2655
February 7, 2023
Question

QBO improperly changing categories

  • February 7, 2023
  • 1 reply
  • 0 views

I linked to my bank and updated the check register. Various checks and other credits were downloaded and now appear in the QBO. However, the downloaded transactions appear in the QBO check register as either "uncategorized" or under another category that I did not select. 

 

Here's the problem. When I go to one, single check to change the category from "A" to "B", QBO makes the same category change to every other check in the register, even though I made the change to JUST ONE ITEM. I've been on the phone with QBO Help and they don't know what's going on. 

 

In looking at a similar question that was raised in the UK, someone on the QB Team said the problem was from the bank's side. That is absolute nonsense. The categories are in QBO, and the selection is made in QBO. 

1 reply

Q
QueenC
February 8, 2023

Hi there, @pgn2655.

 

We acknowledge that this is unusual behavior and we're currently looking for a solution to get this fixed as soon as possible. 

 

In the meantime, I got a workaround that we can utilize. Let's update/recategorise the transaction in a different way. Please follow  the steps below:

 

  1. Go to the Banking menu.
  2. Select Banking.
  3. Locate the transaction you want to categorise and put a checkmark beside the date.
  4. Select Update.
  5. In there, finish the recategorisation process.
  6. When done, click on Apply and accept.

 

I've added some screenshots for your reference:

 

 

 

However, if the rest of the transactions still change after recategorising only one, I'd recommend contacting our Customer Care Support. I know you've already contacted them but it's the best thing we can do to look into this issue further and create an investigation if needed.

 

Should you want to utilize bank rules in categorising transactions from your bank, please refer to this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

If you need further assistance in managing your bank transactions in QuickBooks Online, please don't hesitate to ping me in the comment section. Take care.

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