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U
username2381017
New Member
July 7, 2026
Question

QBO still auto-categorizing transaction even though "Enable Suggested Categorization" is turned off

  • July 7, 2026
  • 1 reply
  • 28 views

I’m not understanding why, but I’m not able to turn off QBO ML categorization feature despite having tried everything including disabling Suggested Categorization in the banking’s transaction section.  I need them to stay uncategorized until matched with receipts coming from Dext which already have them categorized so they can automatically be match with transaction in QBO instead of having to do it manually if just scanned into QBO from the start, but if the transaction are in any other state other than uncategorized while also not being in the For Review stage, they won’t match.  

1 reply

J
Joemar_BQuickBooks Team
QuickBooks Team
July 7, 2026

Review your bank rules and deactivate any that apply to this transaction. Bank rules actively override and auto-post transactions, which is why they are still being categorized automatically even though you turned off Enable suggested categorization.

 

Here’s how:

  1. Go to Accounting.
  2. Click on the Rules tab.
  3. Locate any rules that apply to your transactions and click Edit.
  4. Scroll down and disable the Auto-confirm option so that transactions stay in For review state.
  5. Click Save.

 

For further guidance, check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

If you have any additional questions, please don’t hesitate to reach out. We're always here to assist you.

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