Hello, Sandy Eggo.
I appreciate the clarifications. Let's check one more setting to help you ensure your transactions are categorized under the correct account and class.
Rules can affect how the transactions behave in the Online Banking page. You'll want to check how they are set up in your banking page. Here's how:
- Go to your Downloaded Transactions.
- Click the arrow next to the payee, then click Edit Rule.
- Choose Renaming Rules.
- Click Edit on the rule you want to change.
- Enter your changes, then click OK.
If you need a reference about managing your rules, you can check this article: Manage renaming rules for payee names in QuickBooks Desktop for Mac.
If those QuickBooks is still auto-populating the wrong class and account, you'll want to contact our support. They can check deeper into the system and find out the root cause on why the system is doing this. Here's how:
- Go to Help, then select QuickBooks Desktop Help.
- Click Contact Us.
- Select a topic, then choose how you want to reach us.
Alternatively, you can use this link to contact our support: QuickBooks Mac Contact us form.
If you're ready to reconcile your bank after categorizing your transactions, check this article for a guide: Reconcile bank and credit card accounts (Mac).
You can always reply to this thread if you'd like us to address other questions in QuickBooks Mac. Here to help you complete your tasks or fix any issues you might have.
