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cvillepinball
December 28, 2021
Question

Auto Rules with imported Transactions - can't add Class

  • December 28, 2021
  • 1 reply
  • 0 views

I have many rules set up for my bank feed imported transactions. Some of them show up as "changed by rules" and some show up at "auto." For those that show up at "auto" I am unable to add a class - the field won't respond. How do I fix this? I am having to go through and individually mark each one as "not a match" and then re-enter in the info & assign the class.

1 reply

AlcaeusF
AlcaeusF
December 28, 2021

Good day, @cvillepinball.

 

Thanks for sharing a screenshot and the complete details of your concern. I'm here to share some information about the imported bank transactions in QuickBooks Desktop (QBDT).

 

When a transaction has an Auto status in the Bank Feeds Center, this means that you have existing transactions that were matched with the imported ones automatically. Currently, the option to edit or add more details to these transactions is unavailable.

 

In the meantime, you may continue marking them as Not a match. Then, add them again to assign classes as a workaround.

 

In case you need it, I'll add these articles that tackle managing bank feeds and rules in QBDT:

 

 

For tips and other resources, you may check our website for future reference: Self-help articles.

 

Please click the Reply button if you need more help with managing your bank feeds or any QuickBooks-related concerns. Take care and have a productive day.

C
cvillepinballAuthor
December 28, 2021

This makes no sense. There are no transactions that match the existing ones that are marked as auto in the import list. There are just tons of transactions that are marked as auto for no reason.

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