MadelynC
Moderator

Banking

I'd love to direct you to the best help available so this gets taken care of, @newbytoo.


QuickBooks Online helps with your bookkeeping by suggesting an income or expense category.


Since the program auto categorized your transactions incorrectly and often affects other registers, it would be best for you to contact our support team. They can check the issue further and help you find more solutions.


Here’s how:

 

  1. Open your QuickBooks Online account.
  2. Select the Help (?) menu.
  3. In the Assistant window, type in “Talk to a human” in the field.
  4. Enter your brief concern, then go to the Contact option.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.


You might want to visit this article to learn more about bank rules: Set up bank rules to categorize online banking transactions in QuickBooks Online.


Once everything is good, you can proceed to reconcile your accounts to make sure transactions are balanced. The reference includes fixes and steps to edit completed reconciliations.


Don’t hold back to drop a comment below if you have any other questions or concerns besides categorization. We’ll always be here to help. Take care!