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jamie312
May 2, 2024
Question

Amazon App transactions not respecting the default settings for Category

  • May 2, 2024
  • 1 reply
  • 0 views

Some incoming Amazon transactions respect the default I've set while other transactions do not - there's some AI logic or rules happening behind the scenes that's setting the category to an arbitrary account. How do I stop that extra logic from happening?

1 reply

F
FateCandylaneT
May 2, 2024

Categorizing your transactions is crucial to ensure the accuracy of your books, jamie312. I'll provide input on this matter so these entries are efficiently placed in the appropriate account.

 

With QuickBooks, the program can automatically remember your previous category selection of a specific transaction and apply it to the future Amazon app entries downloaded to your QBO data. That said, if these transactions are still in the Overview or For Review page, you can manually modify and categorize the entry to the correct account category.

 

However, if these data are already categorized, you can edit or undo the transaction, and add the right account. You may also review the app entries from your account registers and verify the accurate details recorded from there. Doing so will help ensure your books are correct. To do this:

 

  1. From the Gear icon, select Chart of Accounts.
  2. Find the account you want to review, then click View Register.
  3. Choose the specific transaction and review the account associated.

 

In case you require detailed steps in reviewing your overall data, you can start reconciling your account to ensure they always match your bank and credit card statements.

 

I'll be around anytime in this forum if there's anything else you require additional assistance with when managing app transactions in your company file. Let me know below so I can provide further help. Keep safe, and have a great day ahead!

J
jamie312Author
May 2, 2024

Thanks, I do know how to edit after the fact. What I'm looking to do is change or delete the categories that QuickBooks has previously remembered for future transactions.

 

S
SirielJeaB
May 2, 2024

Hello there, Jamie.

 

The option to delete the categories that QuickBooks has previously remembered is unavailable. Please know that the autocategorization in QuickBooks will be based on the categorization history.

 

You can manually correct it if the system suggests an incorrect category in the meantime. Rest assured, the more transactions that QuickBooks categorizes, the better it gets at categorizing.

 

Check out the following articles for your reference in managing other banking-related activities:

 

 

Kindly return to this post if there's anything else you need to know with your transactions. I'll be sure to get back to you. Keep safe.

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