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1 reply

Rubielyn_J
June 10, 2023

Ensuring the ability to categorize transactions effectively in QuickBooks Online is my top objective, Jeanette.

 

Normally, you can seamlessly categorize transactions in QBO. Since this isn't the case on your end, we can perform some troubleshooting steps to fix this.

 

There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use either of these shortcut keys to access one:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Then, categorize your transactions again. Once it went through, go back to your regular browser and clear its cache excluding the cookies. Also, an alternative way is to use other compatible browsers.

  

Additionally, I've compiled some articles you can utilize to help manage bank transactions in QuickBooks: 

 

 

Feel free to get back to this thread if you have further questions about classifying transactions in QBO. I would be glad to assist you again. Have a pleasant day!