Question: Your client likes the Category Suggestions feature but sometimes gets caught up when they purchase from the vendor, Lumber Store. They would like suggestions not

Your client likes the Category Suggestions feature but sometimes gets caught up when they purchase from the vendor, Lumber Store. They would like suggestions not to appear for this vendor only.

How can you make this happen?

a. Grid gear icon > uncheck Show suggested rules when a Lumber Store transaction is highlighted

b. Undo the matching/adding of all Lumber Store transactions > change them all to be uncategorized

c. Grid gear icon > uncheck Remember category selection when a Lumber Store transaction is highlighted

d. Create a rule that categorizes the transaction to the Uncategorized expense account

Question 2 (Quickbooks Online)

When reviewing your client's Profit and Loss report, you see a number of transactions posted to the wrong account. However, the bank and credit card accounts have all been reconciled properly. Your client doesn't remember adding these transactions.

What might have happened?

a. Your client used the Reclassify Transactions tool

b. Someone imported these transactions and their reconciliation status directly from Excel

c. Your client added the transactions through Bank Feeds, using an item that posted to the wrong account

d. Your client incorrectly added a transaction, accepted a suggested rule based on that posting, and also chose auto-add

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