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Replying to:
MJoy_D
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I can help you with categorizing your transactions, krazedbuilds.

 

The error you're having when trying to categorize your transactions can be caused by the piled-up cache in your regular browser. It stores temporary internet files from your browsing history. As it collects too many files, it can cause some issues in your account.

 

I've got some steps to help fix this issue. First, sign in to your QuickBooks Online (QBO) account using a private browser. This helps isolate the issue since it doesn’t store data in the cache. 

 

Here are the following keyboard shortcuts: 

 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N
  • Microsoft Edge: CTRL + Shift + N

 

If it works, here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. You can also try to check with other supported browsers (Firefox, Google Chrome, Safari, Microsoft Edge) if the steps above don't work.

 

Here's more information about categorizing and matching online bank transactions in QuickBooks Online to add them to the right accounts. 

 

After categorizing your transactions, you can reconcile them to ensure your books are accurate and there aren't any duplicate transactions: Reconcile an account in QuickBooks Online

 

Let me know if there’s anything else that I can assist with your bank transactions by leaving a reply below. I'm always willing to help. Have a great day!

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