Hello there, Sara.
I'll show you some troubleshooting steps to help you change transaction categories in QuickBooks Online.
Indeed, selecting the appropriate category for your transactions is essential to keep your book accurate. Therefore, I recommend a private window to resolve browser-related issues that prevent you from implementing the changes within the program.
Please refer to these keyboard shortcuts depending on your browser:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
Once it works, head back to your regular browser and clear its cache to avoid related discrepancies. Also, consider using the system's supported browser for the best and most secure experience.
Moreover, you might want to create bank rules to automatically categorize transactions from your bank to speed up the process. It will apply to your transactions, which you'll review daily or allow QuickBooks to accept automatically.
On the other hand, you can also scan these resources to review your transactions and prevent any unwanted changes:
Feel free to update us in the thread if you have additional questions when categorizing transactions or other related concerns in QuickBooks Online. I'm always here to lend a hand.
