Hi there, Lori. I'm here to lend a hand.
If you utilize the Bank Rules feature in QuickBooks Online (QBO), it'll automatically categorize your transactions from your bank. And this is the reason why you said it's manipulating your selections.
To verify the created bank rules, here's what you'll need to do:
- In the left menu, click Banking or Transactions.
- Go to the Rules tab.
- Locate the specific bank rule.
- Click the Edit dropdown button under the Action tab.
From there, you'll see how your transactions are categorized automatically.
For more details on how the bank rules feature works, I recommend checking this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.
As for your other concern, if you pull up the Bills and Applied payments report, it'll show all the payments you’ve made and the bills that go with them. To ensure we're on the same page, may I know what specific information you wanted to have on the report? So I can guide you on running the report you need.
In the meantime, to learn more how to run report in QuickBooks Online, visit these articles:
Please know that you're welcome to post here anytime you need help. I'm more than happy to work with you. Have a great day and more success in your business.
