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June 13, 2024
Question

My quickbooks records have become uncategorised in the app. Has this happened to anyone else.

  • June 13, 2024
  • 1 reply
  • 6 views
Can I get a call back.

1 reply

QuickBooks Team
June 13, 2024

Hi there, mattpenny63.

 

I understand how important it is to categorise your transactions accurately in the QuickBooks Online (QBO) App to comprehend and effectively manage your finances.

 

To get help quickly, please follow these steps to initiate a call to our support team. They will gather more details, provide a solution, and investigate further, along with adding you to the list of affected users. You will also be notified via email once the issue is resolved. To do so, here's how:

 

  1. Sign in to your QuickBooks account.
  2. Select the Help (?) icon.
  3. Scroll down to select the Contact Us button and follow the prompts.
  4. You will be able to request a callback or start a live chat with an expert.

 

Please refer to this article for more details: How to get help with QuickBooks

 

In addition, I will share these articles to assist you in reviewing the categorization process by automatically categorizing your transactions. Furthermore, it is important to regularly review your accounts in QuickBooks to ensure that the amounts match your real-life bank and credit card statements: 

 

 

I hope that this information will aid you in initiating your task, mattpenny63. I'm always here to help if you need further assistance. Keep Safe!