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n6251q
May 15, 2025
Question

quickbooks mobile app assumes incorrect categories in transactions that show a match

  • May 15, 2025
  • 1 reply
  • 0 views

I wish that on the mobile app, there was an apparent way to neither match or exclude a transaction, a third option that let's you modify the transaction, that is easy to see, would be immensely helpful. The AI is making weird assumptions, and I'm sometimes too busy to use the desktop app.

1 reply

C
Carneil_C
May 15, 2025

That's a great idea you have right there, n6251q.

 

Thank you for sharing your feedback regarding the transaction matching feature in the QuickBooks Online (QBO) mobile app. We understand how important it is to have accurate categorization of your transactions, especially when you're busy managing your finances on the go.

 

Your suggestion for improving the process of modifying transactions in QBO is valuable, and I can see how it would enhance the user experience. We can pass this feedback along to our Product Development team for consideration in future updates.

 

Here's how:

 

  1. Click the Help menu.
  2. Select Send Feedback Online.
  3. Press Product Suggestion.

 

This article can guide you through each step of categorizing bank transactions on your iOS or Android device: Categorize bank transactions in the QuickBooks Online app.

 

If you have any other questions or need further assistance with managing your business transactions or other QBO-related concerns, feel free to reach out, n6251q.

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