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EncounterAtFarpoint
October 24, 2022
Question

Auto Rules Disappear in Advanced Mode on Desktop 2021

  • October 24, 2022
  • 1 reply
  • 0 views

I logged in to my QB Desktop 2021 to do my monthly sync with my bank account. I have automatic rules set up so it takes about 30 seconds normally.

QB today recommended that I turn on "Advanced" mode in bank feeds. OK, "advanced" sounds better, right? So, I turned it on and all of my automatic rules disappeared. I had to manually set the vendor and account for every single transaction. When I clicked "Rules" it was empty. What's more, it doesn't automatically create new rules as I set the vendor and account for each transaction, so now I have to do it manually for every transaction from now on?

Previously I could finish in 30 seconds. Now it takes 10 minutes. What is the point of "advanced" mode if it takes 20 times as long and isn't smart enough to remember the vendor and account for my transactions?

Is there a way to make Advanced mode work smarter (i.e. automatically create rules to assign vendors and accounts to my transactions)?

1 reply

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DebSheenD
October 24, 2022

I can share some information on how bank feeds and rules work in QuickBooks Desktop (QBDT),@EncounterAtFarad point.

 

All the bank rules created will be left in Express Mode once you switched to Advanced. As a workaround, you can re-create them while you're in the Advanced settings.
 

Here are some outlined steps on how to recreate the rules: Use renaming rules for Bank Feeds. It provides more details on how to edit and add transactions with renaming control.

 

Please check the following article about how you can get the most out of the user experience with QuickBooks Desktop 2021: QuickBooks Desktop 2021: Improved productivity. This will provide you with new features and how you can use them to benefit your business.

 

I'd suggest visiting the What's New section on your QuickBooks Desktop, to stay informed with our latest news and updates including product improvements.

 

Additionally, I recommend visiting this link: Resource Hub. This will provide you with resources and videos about managing your QuickBooks Desktop account, income, expenses, inventory, and running reports.

 

I'm always here to help if you have any other banking concerns or anything in QuickBooks. I'll make sure to get back to you as quickly as I can. Have a good one.

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EncounterAtFarpointAuthor
October 26, 2022

Hi @DebSheenD ,

Thank you for the answer. However, re-creating hundreds of rules by hand isn't realistic. Why can't QB just copy them over automatically? The rule structure under "Express" and "Advanced" is basically the same.

Also, you didn't answer my question about automatically creating rules moving forward. With "Express" mode it would automatically create a rule when I selected a vendor and account for a transaction. Can "Advanced" also do this? It's not doing it for me now.

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    AileneA
    October 26, 2022

    Hi there, EncounterAtFarpoint. 

     

    Let me share some insight between Express mode and Advance mode. 

     

    Yes, In Express mode, It will automatically create a rule when you select or match the transactions. 

     

    However, In Advance mode, you'll need to create rules to automatically recognize and match transactions. You can read this reference for additional information about renaming rules in QuickBooks. It also provides instructions to modify and add transactions with renaming rules. 

     

    We understand that each business has unique needs, and each version of QuickBooks has unique features. With that said, I recommend sending feedback directly to our dedicated team to help make changes to QuickBooks's capability. Your suggestions and ideas will help us stay in tune with what our customers need, want, and expect.  

     

    Here's how to get your feedback submitted: 

     

    1. Go to the Help menu and select Send Feedback Online.
    2. Click Product Suggestion.
    3. Choose a feedback type and product area on the QuickBooks Feedback window. 
    4. Enter your suggestion or feedback, name, and email address (optional).
    5. Select the Send Feedback Online.  

    You can also visit our Help articles page for reference to find some helpful topics and discussions on managing your QuickBooks Desktop.

     

    You're always welcome to post your reply if you have further questions or concerns. We're here to back you up.

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