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peter-colson
August 17, 2023
Question

Is anybody else not liking the auto loading of next transaction detail when editing bank transactions? Is there any way of turning it off?

  • August 17, 2023
  • 5 replies
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5 replies

GeorgiaC
August 17, 2023

Hi Peter, thanks for joining the Community. 

 

QuickBooks will auto-categorize transactions in your for-review bank feed based on information previously entered. You can turn this off when signed in on the web by navigating to Transactions > For review > Select the small cog > Untick 'enable suggested categorisation'. Hope this helps!

peter-colsonAuthor
August 17, 2023

That’s not the problem!  The problem is that QBO now automatically opens the detail part of the next transaction when I save one, meaning I now have the extra step of closing it to get back to the list of transactions to match.

Mark_R
August 18, 2023

Welcome back, Peter.

 

I'd love to help you with your concern about the detail part of the next transaction that automatically loads. May I know what transactions are you referring to? Are referring to the bank transactions? Can you tell me what you are trying to do? Any additional information could help us provide the best resolution to your issue.

 

Please know that the Community forum is always open to help you with your QuickBooks concerns. Wishing you all the best!

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