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buryboilers
May 1, 2025
Question

Why doesnt it remember category for transactions, I’ve got them incoming from the same source, I categorise it how I want it and it changes to something else next time

  • May 1, 2025
  • 1 reply
  • 0 views
Literally seems to pick something at random, I keep putting in sales for the same source ( a contractor) and it keeps picking a random category. Surely it can just memorise that payee is sales? The weird thing is when I first loaded everything into QuickBooks it catergorised my historical transactions correctly, but messes up all the current ones

    1 reply

    J
    JaneDave_I
    May 1, 2025

    Your efforts for providing detailed information about the steps you've taken to categorise your transactions are well-appreciated, buryboilers. Let me offer some insights and a workaround to help you resolve this issue and get you back to business.

     

    When you import transactions from your bank into QuickBooks Solopreneur, the system immediately and accurately categorizes each transaction as either personal or business based on your initial classification in QuickBooks. This automatic categorization helps keep your financial records organised, making your bookkeeping processes smoother and improving the reliability of your financial reporting and analysis from the moment you upload.

     

    As a workaround, you can create bank rules to categorise your transactions based on how you want to categorise them from your similar previous transactions.

     

    Additionally, I'll share this article in case you want to exclude transactions or undo an exclusion in QuickBooks Sole Trader: Exclude bank transactions in QuickBooks Sole Trader.

     

    Best of luck with your QuickBooks Solopreneur journey, buryboilers. Please know that you can always revisit this thread if you need any further assistance in categorising your transactions. We're always here to help.

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