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neera
June 7, 2020
Question

Do the transactions having same category automatically changes?If so, I have a problem because its not changing what can be done??

  • June 7, 2020
  • 1 reply
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1 reply

C
ChristieAnn 11
June 7, 2020
Hi there, neera.
 
Transactions with the same category will not automatically change in QuickBooks Online. The system tries to categories the transactions coming from the bank.
 
If QB is unable to recognize them, it will automatically go to the uncategorized default account. I suggest going to the For Review tab. Then, manually change the category.
 
Here's how:
 
  1. Click Banking at the left panel. Then, the Banking section.
  2. Choose the transaction under For Review tab.  Then, click it to expand the page.
  3. Go to the Category drop-down arrow. Then, select the new or correct category.
  4. Hit the Add button.
 
After that, the transactions will be moved to the Reviewed tab. These will also appear on your register. From there, you can review your transactions. For more details, visit this article:  Find, review, and edit transactions in account registers.
 

Please check this article to see steps on how you can match, add, split and, exclude the transactions to avoid duplicate entries in your end: Categorise and match online bank transactions in QuickBooks Online.

 

I'll be right here to help if you need further assistance. Enjoy the rest of your day,neera.
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