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dralex-dralexlev
April 17, 2024
Question

In Solopreneur, is there a way to create rules or get the system to automatically learn how to categorize transactions that initially are being incorrectly categorized

  • April 17, 2024
  • 1 reply
  • 0 views
I just signed up for solopreneur and I am noticing there is no ability to make rules like in self employed. I have to manually recategorize every transaction  that is initially incorrectly categorized by the system. 

Is there any way solopreneur will intelligently learn how I want things categorized from my recategorization or a way to create rules? For example, any ACH credit coming  from “company X” is a sale, not a transfer as it’s currently marking it. 

I would love to make solopreneur work but expect this feature because it was in self employed, is there any confirmation it’s coming to solopreneur or any alternative?

1 reply

MJoy_D
MJoy_D
April 17, 2024

Thanks for getting in touch and sharing your experience with Solopreneur, dralex.

 

Although Solopreneur doesn't have an auto rule creation feature like Self Employed, you can still manually categorize your transactions and the system will learn your preferences over time. This means that as you continue to categorize transactions, Solopreneur will become more accurate in categorizing them for you.

 

Creating rules is currently unavailable. However, it would be a great addition to the current features. I've taken note of your suggestion and recommend that you also leave feedback from within the account by following these steps:

 

  1. From the Gear icon, select Feedback.
  2. Provide your product suggestion and click on Next to submit feedback.

 

To learn more about QuickBooks Solopreneur and how it differs from other QuickBooks products, check out this article: Introduction to QuickBooks Solopreneur.

 

If you have any further questions or concerns about categorizing your transactions or anything else about QuickBooks Solopreneur, please don't hesitate to post them on this thread. Stay safe and have a great day!

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