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Why does QuickBooks Self-Employed assign the wrong category and move my transaction away as soon as I select Business or Personal?

Forum|Forum|3 years ago
October 26, 2022
17 replies
64 views

The seems like a glitch. It has never happened this way before and I've been on here for years. Because of this issue, I now have to go back into ALL of my transactions, find the one I was just trying to work on and assign it the correct category. This is costing me some serious time and frustration and no response from quickbooks.

QuickBooks Self-Employed

Best answer by Emma_P

It's frustrating to lose your place right after doing the work of picking Business or Personal, especially when the category it lands on isn't the right one. This is how the categorization step is designed to work, though, even though it can feel like the transaction just vanished. As soon as you select Business, Personal, or Split, QuickBooks treats the transaction as categorized and moves it out of the list you were working from. It applies its best-guess category at the same time, which is why you sometimes see the wrong one before you've had a chance to pick your own.

Fix the category after the fact

The transaction isn't lost, it's just been marked reviewed. You can go back and correct the category at any time:

Go to the Transactions menu.
Find the transaction you want to edit.
Select the ▼ icon to expand it.
Select the link in the Type or Category column.
Choose the correct category, then select Save.

On the mobile app, select the Reviewed tab, find the transaction, select Edit, and change the details or category from there.

Prevent it from happening again

If you'd rather not correct categories after the fact each time, you can set up rules so recurring transactions get categorized correctly the moment they come in, without relying on QuickBooks' best guess:

Select Settings, then Rules.
Select Create rule.
In the Description field, enter the vendor or customer the rule should apply to.
From the Type dropdown, select Business, Personal, or Split, and choose a category if you want QuickBooks to categorize it automatically.

Resources:

Categorize transactions in QuickBooks Self-Employed

Create rules to speed up reviews in QuickBooks Self-Employed

Have a different QuickBooks Self-Employed question? Ask below.

katherinejoyceO

Level 9

That shouldn't have happened, @ittlefishplace. I'll be sure to help you get passed this issue, and will never happen again.

It could be that your regular browser is full of temporary internet files that's why you encounter this unexpected behavior.

As our initial troubleshooting steps, let's use an incognito or a private window to determine browser-related problems. Use these keyboard shortcut keys below to access according to your preferred browser:

Google Chrome, press CTRL+ Shift+N
Mozilla Firefox: press CTRL+Shift+P
Internet Explorer: Press CTRL+Shift+P
Safari: press Command+Shift+N

Check if you can categorize your unreviewed transactions without any problem. If that works, start troubleshooting by clearing the cache in your main browser. Otherwise, use another supported, and updated browser.

For future reference, check out this article to learn more about the Schedule C and expense categories in QuickBooks Self-Employed.

Feel free to message me again if you have additional concerns about categorizing your income and expenses in QBSE. Take care!

L

littlefishplaceAuthor

Unfortunately that did not work. I've cleared my browser history, empty cache and tried the shortcut provided for Safari and it still disappears as soon as I assign it the person or business.

Jen_D

Level 8

Thanks for reaching out to the community and sharing some updates about the issue with reviewing your transactions, @littlefishplace.

It is important for us to ensure you're able to manage your bank transactions without issues. Since you're getting the same issue after doing the troubleshooting, I highly recommend that you continue working with our support to escalate the problem.

As much as I would love to check this issue here, reporting issues like this are mainly handled by our Live Support Team. Our agents will need your account information to create a ticket and some more details about the issue including videos and screenshots of the problem. Make sure you ask the investigation number if it was escalated.

Here's how to contact our customer service:

Go to the Assistant menu from the top bar.
Enter the keyword Account and Billing Management. You can also use a different description of your concern.
Get your contact options.

Post here anytime for additional question or concerns with the bank transactions in QuickBooks Self-Employed. Have a good one!

J

Jeffrah

I am also experiencing this issue. It seemed to have happened out of nowhere. My current workaround is to just use the self-employed app. Although I do prefer to work on my laptop when I have the time at home. It's frustrating. Any kind of update?

C

ChristineJoieR

QuickBooks Team

Thanks for bringing this up, @Jeffrah. I appreciate your patience and your effort in finding a workaround. Let me provide the steps for troubleshooting the error while working on your unreviewed transactions in QuickBooks Self-Employed.

When there is a cache, it affects the functionality of QuickBooks and might result in missing tabs and unexpected errors in features. It is also a method to lessen issues that arises when using QuickBooks.

Follow the steps below:

1. Restart your browser.

2. Log in to your account and try in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

Google Chrome: press Ctrl + Shift + N
Microsoft Edge: press Ctrl + Shift + N
Firefox: press Shift + CTRL + P

3. If it works on the private browser, go to the regular browser and clear your cache.

4. Then, sign in back your account using your regular browser.

You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.

To quickly resolve this issue, we suggest contacting our support team for QuickBooks Self-Employed. They can provide prompt assistance.

Kindly take a look at the following steps:

Log in to your account.
Go to Help (?) and select Contact Us.
Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
Enter talk to a human, then choose Continue.
Select which way you want to connect with us. Have us call you - Get a call from a support expert.

Visit this page and find the related article that can help you on your future task within the banking section: Find help with bank feeds and reconciling accounts.

The Community is here for you 24/7 on the clock. We are also willing to help you manage your banking transactions. Notify us below. Keep safe.

P

peachey13

I have this same issue. It's when you have it filtered to "unreviewed". For whatever reason, there's no delay in removing it from the filter. I'd like just 20-30 seconds so I can add appropriate tags and categorize properly. If you work within "all transactions", you won't have the issue, but that's also frustrating because you have to sort through all of the transactions that have already been sorted.

L

littlefishplaceAuthor

Thank you for acknowledging that! Yes, you're having the same issue as me. You can't sort by only "unreviewed" because if you do, they disappear as soon as you choose business or personal. You wouldn't believe how long I argued with quickbooks about this. One person told me it was just me/user error. One told me "it's always been that way". The multiple bogus responses I got back were wild and I can't believe it's still an issue. Now we have to look at ALL of the transactions and waste our time finding the unreviewed ones in the mix, just to get them done. So frustrating....

Emma_P

Answer

Community Manager

It's frustrating to lose your place right after doing the work of picking Business or Personal, especially when the category it lands on isn't the right one. This is how the categorization step is designed to work, though, even though it can feel like the transaction just vanished. As soon as you select Business, Personal, or Split, QuickBooks treats the transaction as categorized and moves it out of the list you were working from. It applies its best-guess category at the same time, which is why you sometimes see the wrong one before you've had a chance to pick your own.

Fix the category after the fact

The transaction isn't lost, it's just been marked reviewed. You can go back and correct the category at any time:

Go to the Transactions menu.
Find the transaction you want to edit.
Select the ▼ icon to expand it.
Select the link in the Type or Category column.
Choose the correct category, then select Save.

On the mobile app, select the Reviewed tab, find the transaction, select Edit, and change the details or category from there.

Prevent it from happening again

If you'd rather not correct categories after the fact each time, you can set up rules so recurring transactions get categorized correctly the moment they come in, without relying on QuickBooks' best guess:

Select Settings, then Rules.
Select Create rule.
In the Description field, enter the vendor or customer the rule should apply to.
From the Type dropdown, select Business, Personal, or Split, and choose a category if you want QuickBooks to categorize it automatically.

Resources:

Categorize transactions in QuickBooks Self-Employed

Create rules to speed up reviews in QuickBooks Self-Employed

Have a different QuickBooks Self-Employed question? Ask below.

Fix the category after the fact

Prevent it from happening again

Fix the category after the fact

Prevent it from happening again

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