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December 22, 2023
Question

How to turn off auto categories when I mark an expense 'business'? i am spending WAY TOO MUCH TIME finding transactions and recategorizing them.

  • December 22, 2023
  • 1 reply
  • 0 views
system rapidly selects a category, despite that no rule exists

1 reply

December 22, 2023

I know how important it is to have control over your transactions. However, the option to turn this feature off isn't an option for now, @lauren-fidistrat

 

The system's auto-categorization is designed to help streamline the process of organizing your transactions, but I recognize that it may not always align with your specific needs. In the meantime, I recommend reviewing your transactions periodically to ensure they are categorized correctly. Additionally, you can manually adjust the categories for any transactions that have been inaccurately auto-categorized.

 

However, your feedback is valuable to us, and we encourage you to send your input and suggestions directly to our support team. You can do this by utilizing the Send Feedback feature within QBSE. Your feedback helps us understand the needs of our users and guides our efforts to improve the QBSE experience for all our customers.

 

See screenshot below for your reference. 

 

 

Feel free to review this resource for more information: Categorize transactions in QuickBooks Self-Employed.

 

I've included this material to learn how to manage and create rules to spread up your reviews: Create rules to speed up reviews in QuickBooks Self-Employed.

 

You can add any details below if you have further questions about the prediction feature or if you have other concerns. The Community and I will always here to help you.

December 22, 2023

abysmal. in your quest to use AI, you are making more work for me.  highly inefficient.