JoesemM
Moderator

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:

 

  1. Click the Banking menu and go to the Rules tab.
  2. Find the rule that you want the Auto-add feature to get rid of and click on the Edit link below the Actions column.
  3. On the Edit rule window that appears, scroll down and click the button under the Automatically confirm transactions this rule applies to option.
  4.  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: 

 

 

I'm just a few clicks away if you need more help with QuickBooks Online. Take care and stay safe.