QB Issue Resolution:
When adding bank data in Bank Feeds, QuickBooks analyzes all the information received and provides the best possible category for your future transactions. To correct the categorization, you’ll need to switch the radio button from Transfer to Add (see screenshot below)
Here’s an article with detailed instructions on categorizing bank transactions. It provides an overview of how the system analyzes all the information received from your bank:
Resolution for Issue 'When my transactions from our bank acct are synced, they are coming through as transfers to uncategorized assets. I can’t post them to the correct category. Suggestions?' available: Yes (Solved).
Source: Intuit Community forum.
When my transactions from our bank acct are synced, they are coming through as transfers to uncategorized assets. I can’t post them to the correct category. Suggestions?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for adding bank data in Bank Feeds
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Error Recovery for adding bank data in Bank Feeds [Canada]
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