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Banking
Thanks for posting in the Community space, @info1447.
You can edit the rule that you’ve created and then turn-off the Auto-add feature. This will prevent the system from automatically categorizing your transactions. Let me guide you how:
- Click the Banking menu and go to the Rules tab.
- Find the rule that you want the Auto-add feature to get rid of and click on the Edit link below the Actions column.
- On the Edit rule window that appears, scroll down and click the button under the Automatically confirm transactions this rule applies to option.
- 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:
- Categorize and match online bank transactions in QuickBooks Online
- Reconcile an account in QuickBooks Online.
I'm just a few clicks away if you need more help with QuickBooks Online. Take care and stay safe.