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Replying to:
CamelleT
Moderator

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Let's make sure your charges are accurately assigned to your chosen category and classes, carolann.


In QuickBooks Online (QBO), you can create a bank rule that automatically categorizes transactions for you. However, if you want to manually categorize your transactions, you can turn the suggestions off. Here's how:

 

  1. Go to Transactions and choose Bank transactions.
  2. Click the small Gear icon beside the Export to Excel button.
  3. Uncheck the Enable suggested categorization box.

    gear bank transac.PNG

    suggested categorization.PNG


Then, we can also review the mapping of your bank rules so that the QuickBooks fees are designated to the appropriate classes and categories. Please refer to the steps below:

 

  1. Click the Gear icon and choose Rules.
  2. Select the rule and tap the Edit button below the ACTIONS column.
  3. Review the setup of your rules. Check the Category account and Split details. Make sure the right Class is selected.

    gear icon then rules 1.PNG

    edit icon rules.PNG

    edit rule.PNG 

     split.PNG


Additionally, I'd also appreciate it if you could provide us a screenshot of how your rules are set up so that we can further check.

 

If you have more questions about setting up bank rules, carolann. Just tap the reply button below, and I'll circle back to you.

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