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M
MelBBunny
November 29, 2022
Question

Bank Feed Auto Assigning an income account

  • November 29, 2022
  • 1 reply
  • 0 views

I have 2 customers where their deposits showing in their bank feeds have an auto assigned income account. There are NO RULES set up. Can you tell me how to correct this? We import revenue from a 3rd party into Undeposited Funds (which has the JE mapping to the proper income account). We make those deposits and then MATCH to the bank feed. Because QBO is auto assigning an income account, we are unable to MATCH to the deposit made from Undeposited Funds. Can anyone assist please?

Thanks!

1 reply

A
AileneA
November 29, 2022

Hello, MelBBunny. 

 

Normally, this can happen if the automatically creating rule is turned on, which is why the transactions are automatically categorized. Also, In QuickBooks Online, the downloaded data depends on what your bank shares with us and how they are posted on your bank's website.

 

However, you've mentioned that there are no rules set up. Let's double-check it to ensure no bank rules are created. Please follow these steps how:

 

  1. Go to the Banking tab.
  2. Select Rules.
  3. Click the drop-down arrow to the rule, and check if it's active or disabled.
  4. Choose either Enable/Disable or Delete options.

 

For more detailed information about banking rules, you can refer to this link: How to set and use banking rules for downloaded transactions.

 

Once verified, no bank rules are created. Let's open your QuickBooks using a private browser (incognito). It is possibly a browser-related issue. Also, this session disables the corrupted cache in your browser and prevents unexpected QuickBooks Online behavior. 

  

Here's how:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P. 

 

If it's works, you can clear your regular browser's cache. This process helps delete corrupted files so the system can start a clean slate.

 

If issue persists, you can use another device or supported web engine instead. Another option is to use the browser health checkup tool to see if your browser is compatible. 

 

If the same thing happens, I suggest contacting our support team directly. They have the tools to further investigate and check your account in a safe environment, and they can help find the root cause of your issue and find a fix.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.
  5. Choose Get help from a human.
  6. Pick either Chat with us or Have us call you button.

 

Keep me posted if you have other concerns with bank feeds in QuickBooks. I'm always here to help. Stay safe always.

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