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SS123
November 5, 2018
Question

Turn off predictions for transactions

  • November 5, 2018
  • 3 replies
  • 0 views

Looks like there was a function added recently that predicts and categorizes transactions once confirmed. Is there a way to turn this off? 

    3 replies

    V
    VivienJ
    November 5, 2018

    Hello there, SS123.


    Thanks for joining us here in the Community. I’m here to help stop the categorization of your transactions correctly.


    We haven’t received any updates about QuickBooks Self-Employed being able to categorize transactions automatically. It’s possible that the Rules feature in the program is causing this to happen.


    Once you’ve enabled it, QBSE will assign your downloaded bank entries right-away to a specific payee or categories. Let’s double-check this setting on your account, then edit or delete it if necessary.

     

    Here's how:

    1. Go to the Gear icon at the top, select Rules.
    2. Look for the rule you need to review.
    3. Pick Edit to modify it.
    4. Otherwise, click the Edit drop-down and choose Delete.

    Please note that if you delete a rule, it won't be applied going forward. However, it also does not erase anything that's been applied so far.


    For more detailed information, you can check out this article:


    Use rules to speed up reviewing and categorizing transactions


    That should do it! By following these steps, your incoming downloaded transactions won’t be categorized automatically. And, you’re now able to manage them accordingly.


    Feel free to let me know as to how the predicting of transactions goes. I’ll be on standby for your response. Have an awesome week ahead.

    S
    SS123Author
    November 14, 2018

    This didn't answer my questions actually. I am talking about a separate feature which is new and was recently added to my account. It categorizes transactions automatically and tags it as predicted then asks for conformation. Hopefully there is a way to turn this off. It was added within the last 2-3 weeks. 

      AlcaeusF
      AlcaeusF
      November 15, 2018

      Hello there, SS123.

       

      Thanks for getting back to us about the transactions tagged as Predicted in QuickBooks Self-Employed.

       

      QuickBooks Self-Employed recently launched this new feature about predicting transactions. Right now, it's on beta testing and the option to disable this aspect is not yet available.

       

      I'll let you know once I receive an update from our product development team. If you have additional questions, please don't hesitate to let me know.

       

        M
        missmandiel
        March 5, 2020

        This feature is making categorizing my transactions ridiculously tedious! I'm thinking about switching to a new accounting software... why on earth can we not turn this option off?!?!

          R
          rcomparetta
          July 20, 2023

          I am a QB Pro Advisor using QBO Accountant. When I need to choose the correct Category (i.e Expense account) from a downloaded transaction QBO does not provide a drop down of all my account choices. I get a choice of the incorrect account or the option to create a new one.

           

          This is a ridiculous and unnecessary burden; Intuit should fix this immediately. Forget Beta Testing. It is bad bad bad.

           

          T
          tiredukuser
          August 10, 2023

          This thread has now been open for over 3 YEARS and still QBO hasn't turned the crappy incorrect feature off. It never predicts anything correctly, and in fact confuses my bookkeeper who thinks the system must be correct.

           

          Please remove this shabby algorithm from the software or get some decent coders.

           

           

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