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michael-marchand
New Member

How to prevent Quickbooks from adding random categories to memorized transactions? Accounting - Bank Transactions - Update...QB doesnt remember each time we update

QB overiding with random assigned categories each time on long term memorized categorization. Sometimes I can log out and log back in and they will be mostly correct. Lately random.

2 Comments 2
EduardA
QuickBooks Team

How to prevent Quickbooks from adding random categories to memorized transactions? Accounting - Bank Transactions - Update...QB doesnt remember each time we update

QuickBooks may override recurring or memorized transactions with random categories due to the possible existence of a bank rule, Michael.

 

Please note that the more QuickBooks Online (QBO) uses the bank rules you create, the better it becomes at categorizing transactions. Over time, it learns how to interpret transactions and automatically adds relevant details.

 

Here’s how to review existing bank rules:

 

  1. Go to the Gear icon.
  2. Under the Lists column, select Rules.
    image (192).png
  3. Select the Edit option for the existing bank rule to review or modify its details, which may be affecting the categories for your recurring or memorized transactions.
    image (193).png

 

If you have any concerns, feel free to leave us a message.

EduardA
QuickBooks Team

How to prevent Quickbooks from adding random categories to memorized transactions? Accounting - Bank Transactions - Update...QB doesnt remember each time we update

Hi Michael,
 
I just wanted to follow up with you to see if the steps we provided helped you successfully prevent QuickBooks from overriding recurring or memorized transactions with random categories.
 
Please let us know if you're still experiencing any issues.
 
We'll be glad to assist further if needed.

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