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JL386
September 15, 2022
Question

Automatically assigning accounts in bank feed

  • September 15, 2022
  • 1 reply
  • 0 views

On my bank feed it automatically assigns an account for some transactions in my when there is not a rule to assign an account. In some cases it started when I entered a credit for a cash purchase return and an associated deposit from the vendor assigned to accounts payable.  Since then every payment downloaded from those vendors is assigned to accounts payable.  I also have online transfers from other bank accounts.  when those show up as deposits in my bank feed it automatically assigns to the account uncategorized income.  Since there is not a rule for either of those to delete or edit I don't know how to stop them.

1 reply

C
ChristineJoieR
September 15, 2022

Hey there, @JL386.

 

I'm here to help you fix these issues you've encountered within the bank feed in QuickBooks Desktop.

 

The particular error is typically caused by broken links between transactions or by transactions themselves. When you run the Verify and Rebuild utilities, they check your company file for any potential data problems and immediately fix them.

 

Here's how to do it:

 

  1. Select File, then select Utilities.
  2. Press on Verify Data.
  3. Hit on OK to close all windows. If you see Your data has failed the integrity check, you need to rebuild your file. If there are no problems with your data, you’re done.

 

After that, proceed with verifying the data:

 

  1. Select File, then select Utilities.
  2. Press on Rebuild Data, then select OK to close all windows.
  3. QuickBooks will ask you to make a backup before rebuilding your company file and selecting OK. If you don’t want to do a backup, select Cancel to continue rebuilding your company file.
  4. Once the rebuild is finished, select OK.

 

Please click on this link for more information about this procedure: Verify and Rebuild Data in QuickBooks Desktop.

 

Furthermore, we can also update our QuickBooks software to get the newest feature and fixes. If you need to set an automatic update, follow these below:

 

  1. Choose Update QuickBooks Desktop from the Help menu.
  2. Activate the Update Now tab. To delete all previous update downloads, choose the Reset Update checkbox.
  3. To begin the download, choose Get Updates.
  4. Restart QuickBooks after the download is complete.
  5. Accept the offer to install the new release when prompted.

 

Moreover, we can schedule updates to download later if you don't want to download them yet. Check this article for your guide: Update QuickBooks Desktop to the latest release.

 

Feel free to come here again if you still have follow up questions on your bank feeds. Take care.

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