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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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MattLewis
Level 2

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Maybe your personal categories are turned off? (My were showing only personal income and personal spending, so it seems like match to what you are experiencing.)

 

If so...

 

Solution:

Step 1. Go to gear icon (settings). Under "TOOLS."
Step 2. Select "Manage categories." In the upper-right corner
Step 3. Toggle (switch on) "Personal categories."

 

Unfortunately, the "Personal categories" toggle (switch off) again when you run a report and then click on particular category (which links to transactions). No worries, simply switch on "Personal categories" again (Follow steps above.)

 

Rinse and repeat 15-20 times an hour.

 

It's tax season. Having fun yet?

 

I found and reported this bug with the QuickBooks Self Employed team at Intuit. As of today, a QBSE rep has escalated for further investigation and solution.

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