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sonet-beninca
September 27, 2019
Question

Bank account has been set to "no automation" . How can I change this setting to import bank transactions directly from the bank?

  • September 27, 2019
  • 2 replies
  • 0 views

When I first converted various bank transactions had to be manually imported. Now I am unable to directly download bank statements.  The bank account has ben set to "no automation" and I need help to disable this.  A screenshot of the message is attached.

2 replies

JessT
JessT
September 27, 2019

Hi sonet.beninca,

Thank you for reaching out to us about online banking.

QuickBooks is preventing you from having duplicate transactions on the Banking page. This is why it’s disabling the automation process. However, you can still download your bank transactions by clicking the Update button on the Banking page. This process is also called manual update. You can refer to the screenshot.

Here’s an article about online banking that you can use as reference in the future: Assign, Categorize, Edit, and Add Your Downloaded Bank Transactions.

If you need anything else, feel free to comment below.

L
lindsaybeckstead
September 27, 2019
Can you reset the account to automatically import bank transactions again?
MJoy_D
MJoy_D
October 27, 2019

Thank you for the response, @MikeMaggio.

 

The message you've encountered means that the Auto-add option has been turned off to avoid duplicating transactions, so you must manually add the transactions you've uploaded.

 

There's no feature to remove this option yet. But it's a great idea to have such option in QBO, so I'll take note of it.  I'd also recommend you visiting our Blog to learn what new updates and features we have. 

 

I'm always here if you need further help with your bank account by leaving a comment below. Take care and have a good one!

M
MikeMaggio
October 27, 2019

Sorry Mary,

 

I think you may have misunderstood. By manually uploading a file to an already connected bank account, QuickBooks then changes your bank account to be set to "No automation" permanently. Then it says are you sure you want to continue. I do not want to continue because I want my account to have automation, and not be forced to manually update. Not sure if that clears up anything. I just want to be able to turn automation back on if I do manually upload a file.  Thanks again. 

IamjuViel
IamjuViel
October 28, 2019

It's nice to hear again from  you, @MikeMaggio.

 

Let me share additional information on how importing works in QuickBooks.

 

When you connect your bank account with QuickBooks, it automatically download your transactions. You can see it in the For Review tab. If you decide to manually import transactions using a WebConnect file to an account with the Auto-add option, QuickBooks will automatically  generates the warning: Uploading this file may cause duplicate transactions to appear at some time in these account(s): . If you continue, the account(s) will be set to No Automation. Are you sure you want to continue?

 

This is to make sure that you'll avoid getting duplicate transactions once you restore your banks connection with QuickBooks. For more insights, you can check these articles:

Meanwhile, automation also refers automatic memorising and categorising that QuickBooks Online does. If you have created a rule to automatically add transactions to your  books once imported or downloaded. 

 

Keep me posted if you have other questions. I'm always here to help.

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