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December 6, 2019
Solved

How can I stop bank account transactions populating with wrong information automatically? If I allocate an transfer to John Jones, Trades, all etransfers become the same!

  • December 6, 2019
  • 1 reply
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Best answer by AddieC

Hi there, 

 

Auto population is an awesome tool when you add multiple transactions that contain the same information. If your transactions are always different however, it can cause you to lose time and have to change things manually. I'd be happy to shed some light on what may be happening. 

The Bank Feed in QuickBooks Online uses memorized transactions to try and save you time during the adding/matching process. If you don't want these auto-filled sections to populate, there's a few things to check. 

First, check for any preset Bank Rules. To do that, click the Banking tab > Rules. If you have a Bank Rule set up that you don't wish to have anymore, click the Edit button, then select Delete at the bottom of the page. 

 

If you're not using Bank Rules, and you'd like the Bank Feed to stop automatically applying information to your transactions, follow these steps:

 

1. Click the Banking tab on the left navigation menu. 

2. Click the small Gear icon to the right-hand side of the banking list. 

3. Uncheck the box next to Remember category selection.

 

This will prevent the system from automatically assigning trends and information to your transactions. I hope this helps get you back on track. If there's anything else I can do to help, please let me know.

 

Have a great day.

1 reply

AddieC
AddieCAnswer
December 6, 2019

Hi there, 

 

Auto population is an awesome tool when you add multiple transactions that contain the same information. If your transactions are always different however, it can cause you to lose time and have to change things manually. I'd be happy to shed some light on what may be happening. 

The Bank Feed in QuickBooks Online uses memorized transactions to try and save you time during the adding/matching process. If you don't want these auto-filled sections to populate, there's a few things to check. 

First, check for any preset Bank Rules. To do that, click the Banking tab > Rules. If you have a Bank Rule set up that you don't wish to have anymore, click the Edit button, then select Delete at the bottom of the page. 

 

If you're not using Bank Rules, and you'd like the Bank Feed to stop automatically applying information to your transactions, follow these steps:

 

1. Click the Banking tab on the left navigation menu. 

2. Click the small Gear icon to the right-hand side of the banking list. 

3. Uncheck the box next to Remember category selection.

 

This will prevent the system from automatically assigning trends and information to your transactions. I hope this helps get you back on track. If there's anything else I can do to help, please let me know.

 

Have a great day.

marney1Author
December 10, 2019

Addie, thank you so much for that solution.  You've saved my sanity!  It amazes me that when I call QB 2x, I was told there was nothing that could be done for it. My accountant didn't know either. Since you are with the QB team, maybe you could make a suggestion that this bit of information be more familiar to the support team.  What a relief!!!!  Again, thank you!