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micah5
March 21, 2022
Question

How can I stop QBO from suggesting vendors when categorizing my bank transactions?

  • March 21, 2022
  • 10 replies
  • 0 views
It seems to be wrong much of the time. I can't find this setting. Thanks!

10 replies

AileneA
March 21, 2022

Hello, micah5.  

 

Thanks for joining us here in the Community. It could be that rules are created. We can turn off the Auto-add feature to stop suggesting wrong payee when categorizing your bank transactions. Let me guide you how: 

 

  1. Click the Banking menu and go to the Rules tab.
  2. Find the rule that you want the Auto-add feature to get rid of and click on the Edit link below the Actions column.
  3. On the Edit rule window that appears, scroll down and click the button under the Automatically confirm transactions this rule applies to option.
  4.  Click on Save once you're done. 

 

 

 

 

For more details about bank rules, see this article: How to Set and Use Banking Rules for Downloaded Transactions.

 

I'll be attaching these articles that will guide you in categorizing transactions and the reconciliation process: 

 

 

Should you need anything else, don't hesitate to leave a comment below. I'm always around to help you out. Stay safe!

    micah5Author
    March 21, 2022

    Thank you for the suggestion. 

     

    I don't see any rules that "Set vendor to X". In fact none of my rules seem to mention vendor at all. Would the auto-setting rule say that it's to set a vendor? I'm also happy to send a screenshot of my rules if it helps. 

     

    In the meantime I disabled all the rules to see if that helps. Thanks for any add'l suggests. 

     

    RenjolynC
    RenjolynC
    March 21, 2022

    Thanks for your prompt reply, micah5.

     

    I'd like to add a suggestion to help with your bank transactions.

     

    We can turn off the Enable suggested categorization option in the banking settings by following these steps: 

     

    1. Go to Transactions or Banking on the left navigation menu.
    2. Click the Banking tab.
    3. Under the Go to bank register link, select the Gear icon.
    4. Un-check the Enable suggested categorization box.

    Here's a sample screenshot for a visual reference:

     

     

    After the steps, you can start categorizing and matching your downloaded transactions. Please feel free to watch a video tutorial in this article: Categorize and match online bank transactions in QuickBooks Online.

     

    To find more related articles about banking, feel free to visit this link: Banking.

     

    Me and my colleagues are always available to assist you if you have more questions regarding the Banking feature or other concerns in your account. Just leave a reply below and we'll get back to you as soon as we can. Have a good day ahead.

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