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S
Steve-0
May 6, 2024
Question

Autopopulation of account names that have already been closed

  • May 6, 2024
  • 1 reply
  • 0 views

Quickbooks 2021 for mac

 

When I manually import (it is the only way I can) a .qbo file from my bank, Quickbooks auto-populates the name of the account it thinks it believes it should be in. Many times it guesses this right, but there are sometimes it isn't. I don't mind it trying since it is usually right, but it is using names of accounts that have been closed. How do I delete some of the names it uses, or tell it to stop using some of the names, etc.? Thank you

 

Screen shot: account name has been closed for over 10 years

1 reply

A
AnneMariee
May 6, 2024

I've got your back, Steve. Let's configure your settings to disable the automatic assignment of accounts in QuickBooks Desktop (QBDT) for Mac.

 

When this feature is selected, the Intuit Categorization Service suggests ways to assign payees and accounts to your downloaded transactions, making your banking workflow more efficient.

 

In case you face any issues with the assigned expense account when categorizing your bank transactions, you can turn off the Intuit Categorization feature quickly by following these steps:

 

  1. Go to QuickBooks and click Preferences.
  2. Select Online Banking.
  3. Uncheck the “Use Intuit Categorization” checkbox.

 

Once you've followed the steps above and the same thing happens, please check out this article on troubleshooting issues with your company file: Verify and Rebuild Data in QuickBooks Desktop.

 

For future reference, please use this resource to search for related articles whenever you face any issues with QuickBooks: Help articles for QBDT Mac.

 

Please let me know if there is anything else I can do for you, Steve. I'll be happy to assist you with any QuickBooks-related concerns. Stay safe!

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