QB creating Expenses for transfers!
under review
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Sheena Larson
Why is QBO creating Expenses for Transfers? I have a rule set up to transfer from one bank to another and it shows up as an expense instead of a transfer. I have double checked the rule and it is set up correctly as a transfer. This needs to be fixes asap. I have noticed it in multiple accounts. I have to delete the expense and retransfer it.
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Julia Glasse
Or a way to prioritize rules over the AI suggestions as a default. This is a big issue for me in my workflow as well. Transfers being posted as expenses even though the rule states a transfer.
I find the AI suggestions no better than the categorization suggestions before AI. Maybe one time out of ten I see an amazing connection from information in the memo field, but not often enough to impress me or feel that my situation has improved. I understand the AI will learn, but I have not seen it learning any where it is active in my workflow.
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Pamela Kyle
Been noticing that the AI ignores existing rules. This makes us have to re-do work that's already done and billed for.
The status was updated to
under review