Thanks for getting back to us, @MikeMaggio.
Selecting the No Automation option will stop QBO from automatically categorising or matching downloaded data. You’ll have to manually categorise transactions before adding them to the company.
If you want to continue using the feature, I recommend contacting our QBO Care Team to help configure the online banking connection. This is to ensure it will not throw off your transactions.
Here’s how:
- Choose the Help menu in the upper right hand to access the Search window and then click the Contact us link.
- Type the issue/topic in the field box and hit the Let’s talk button.
- Click the Start an email button under Choose a way to connect with us section.
- Enter your name, email address, and your concern.
- Once done, tap the Send email button.
For future reference, check out the Assign, categorise, edit, and add your downloaded transactions article. It provides an overview of how to review bank entries and steps to classify them.
Reach out to me whenever you have additional questions about QBO. I'm here to help and make sure you're taken care of. Have a great rest of the day.
