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tshepard
October 14, 2024
Question

QuickBooks Online - download of bank transactions

  • October 14, 2024
  • 1 reply
  • 0 views

When transactions are downloaded for bank account - Check transactions are automatically assigning the same vendor name and chart of account number.  No rules have been created.  Suggestions on how to resolve this issue will be greatly appreciated.  This is only occurring for one client.  All other clients that use this module of QBOL appear to be working appropriately, using same bank, no rules and no difference in their process of uploading transactions from bank to QBOL.

1 reply

A
AnneMariee
October 14, 2024

Thanks for taking the time to share your concerns here in the Community, tshepard. I’d be happy to help you prevent check transactions from automatically assigning to a specific vendor or chart of accounts.

 

In QuickBooks Online, there's a feature that suggests categories based on past transactions and vendor names, which can save you time. However, if you’d like to disable this feature, follow these steps:

 

  1. Go to the Bank transactions tab.
  2. Click the gear icon on top of your bank feeds.
  3. Under Transaction details, untick Enable suggested categorization.

 

This will give you more control over how your transactions are organized. For more information on categorizing your bank transactions, feel free to check out this helpful article: Categorize online bank transactions in QuickBooks Online.

 

Additionally, here’s a guide to help ensure your QuickBooks accounts align with your real-life accounts: Reconcile workflow.

 

If you have any more banking questions or need assistance with categorizing transactions in QuickBooks Online, feel free to reach out here. I'm dedicated to ensuring your concerns are addressed promptly. Take care, tshepard!

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