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May 17, 2021
Question

How can I get QBO to forget past banking transaction assignments? NOT Rules - just things it remembers. It makes terrible assumptions and screws me up.

  • May 17, 2021
  • 1 reply
  • 0 views
When in the bank feed, QBO makes assumptions on the Category or Payee based on things you've done in the past for similar transactions. Sometimes it gets this right, but most of the time it gets it so, so wrong and it keeps throwing me off. As I work on fixing up my bank feed of the last 30 months, how can I get QuickBooks to NOT do these default assignments?

1 reply

May 17, 2021

Hi valdus,

 

Saving time is the name of the game and QuickBooks Online helps you do just that when working working on bank transactions. I'd be happy to go over how this automated feature works.

 

When you enter a transaction into your Bank Feeds, QuickBooks Online will remember previous transactions you have entered in the past and assign the same information to them to help save time. At this time the best way to make any changes to this feature is to delete any bank rules that have to do with the accounts you use. This is due to the bank rules taking charge when the system tries to assign information.

 

If you want the ability to disable this feature I suggest reaching out to our development team know by submitting feedback. This way they can take into consideration adding that feature in future updates. In order to submit feedback you can use the following steps.

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Have a great day!