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C
ccott18
January 7, 2024
Question

I cannot categorize transactions, every time I try to confirm a banking transaction it comes up with an error and says please select an account for this transaction

  • January 7, 2024
  • 1 reply
  • 0 views
a couple weeks ago I was on chat with Quickbooks help and they said this is a known issue and they will email me when it is fixed. I have not heard back and I have not been able to get in touch with Quickbooks, it always says their help is unavailable right now. I have already tried opening an in-private browser.

1 reply

J
JuliaMikkaelaQ
January 7, 2024

Hi there, @ccott18.
 

I know the significance of knowing the resolution to fix this error so you can get back into categorizing your transactions successfully. Let me ask some clarifying questions about this issue so I can provide you with an accurate resolution or information about this.
 

From which bank are you trying to categorize the transactions? Can you provide the exact error message you provide to our chat support? Also, you can share a screenshot of your screen with the error message you've got when categorizing the transactions for visualization.
 

Moreover, let me share some information about our Customer Support hours. If you subscribe to Plus, Essentials, or Simple Start, our support is available M-F from 6 AM to 6 PM Pacific Time and Saturday from 6 AM to 3 PM Pacific Time. However, if you're version is in Advanced, you can reach them any time and any day.
 

Don't hesitate to comment back. We'll be here waiting for your response. 

C
ccott18Author
January 7, 2024

My normal bank transactions are categorizing just fine, my paypal transactions are where the error is coming up. I categorized about 1000 transactions from my paypal account and then all of a sudden starting getting this error. The error message says "Select an account for this transaction." 

 

I have an account assigned to the transaction. I have been having this problem for two weeks now, it will not let me categorize any transactions from my paypal sync.

 

 

A
ArielI
January 7, 2024

Hello, @ccott18.

 

I completely understand how crucial it is to categorize transactions that sync from your PayPal account. It can be a challenging task, but I'm here to help you every step of the way. Together, we can ensure that your finances are organized and easily manageable.

 

After a thorough investigation, I found out that there's an ongoing inquiry related to your concern. Our engineering team is already working hard to resolve the issue as soon as possible. Rest assured that we will keep you updated on the progress.

 

To ensure you receive updates regarding this issue through email, I suggest contacting our support team and requesting to be added to the list of affected users.

 

To reach a live representative, here's how:

 

  1. Log in to your QuickBooks Online Company.
  2. Click on the Help button at the top of the page.
  3. Choose the Search tab, then click Contact us.
  4. Type in your concern, and click Continue.
  5. Under Callback, click Have us call you button. This will route you to enter your details.
  6. After that, select Get a call.
  7. You will now be added to the queue and wait for us to call you.

 

Alternatively, you can check this article, which has our support hours to avoid inconvenience and a phone number you can call: QuickBooks Online Support.

 

Moreover, you can refer to this article that contains the instructions on how to print, email, and export your business snapshots: Run reports in QuickBooks Online.

 

Please let me know if you have further concerns about your reports in QBO. I'll be here to provide assistance. Take care.

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