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dmaustin
April 4, 2024
Solved

Bank Feed Rule Added Mystery

  • April 4, 2024
  • 1 reply
  • 0 views

A rule was added without my knowledge that affected our bank feed and applies to All Accounts (see attached).

Where can I find how and when this rule was added?

I have searched the Audit Log but do not see any entry.

This issue started two days ago but I just caught it today and disabled the rule pending investigation.

I am really puzzled as this never happened in the 7 years I have been managing these accounts in QBO..

 

Best answer by dmaustin

I appreciate your patience and for getting back to us, Dan. 

 

Yes, you can request remote access through our Support Team. I'm here to help address questions again from your OP and route you to our Support Team. 

 

Regarding the existence of the Online Banking Administration user, it is the user that the software uses to make automatic changes related to your connected bank accounts. After creating a bank rule, the Online Banking Administration user would automatically add or categorize transactions based on the rule. The auto-adding of transactions that started this week means there's a created rule days before this happened. You can check out this article's section about users used by QuickBooks.

 

However, I recognize that not finding the log for when the rule was created is an issue. It would be best to contact our Support Team for remote access and create an investigation case for our Product Engineers to resolve if necessary. Rest assured that they have the right tools and expertise to help. Here's how you can reach out to them: 

 

1. In your QuickBooks Online (QBO) account, go to Help (?).

2. Select either of these tabs:

  • Assistant tab and type Talk to a human.
  • Search tab and click on Contact us to connect with a support expert.

3. Choose how you want to reach us (phone or chat).

 

For Plus, Essentials, or Simple Start, support is available Monday to Friday from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. For Advanced, support is available any time and any day.

 

Let me add this article as a reference in reconciling your accounts after the issue is resolved: Reconcile an account in QuickBooks Online. 

 

As always, we'll be here in the Community should you have updates about the automatically created bank rules problem. We're committed to offering ongoing support. 


I opened a support session with a live human and learned that this rule originated and was created as part of a QBO system update on March 20 to improve bank feeds. The QB support person, Jorge, was very helpful and quickly identified the root cause of my issue.

So mystery is solved and I deleted the rule.

I am a bit concerned as why QBO would auto generate ANY rule affecting a customers banking accounts without notification of the customer. Seems like it could wreak havoc as it did for me.

1 reply

I
Ivan_G
April 4, 2024

We appreciate you for bringing this matter to our attention, dmaustin. Let me help you review when and who made this bank rule in QuickBooks Online (QBO).

 

All the account's activities are shown and reflected on the Audit log including the bank rules. Possibly, one of your team added this rule.

 

Since it did not appear upon checking, let's customize the Audit log accurately to show all your company's activities and the individual who added the rule.

 

Here's how:

 

  1. Go to the Gear ⚙ icon, then select Audit log.
  2. On the User ▼ dropdown, choose All Users.
  3. For the Events ▼ dropdown, click All events.
  4. Modify the Date Changed ▼ dropdown accordingly. If you want to enter a specific date, you can choose Custom.
  5. You may also expand its detail by clicking View under the History column.

 

However, if the issue persists, I recommend exporting your Audit log data as CSV to your computer device. Then, open the file to Excel. To proceed, we can follow the steps below.

 

  1. On your Audit Log's page, select the Export to CSV icon beside the Print Page icon.
  2. Open the downloaded file in Excel.
  3. Manually review the data or press these shortcut keys: Ctrl + F. Then, enter the bank rule name or details to pull up its information automatically.

 

Moreover, I'll add this article about managing and organizing your transactions appropriately in QBO: Categorize online bank transactions in QuickBooks Online.

 

If you have more concerns regarding bank rules, please comment below. We're available 24/7 to help you.

D
dmaustinAuthor
April 4, 2024

Dear Ivan_G.

Thank you for your quick response.

I already performed all your suggested steps before I opened this support ticket. Including export to CSV and CTRL-F.

Also, it's a mystery why these transactions only were "Auto-add" this week for the first time ever by the user "Online Banking Administration". These accounts were created in 2017 with bank feeds. 

I have many bank feed transactions in the past seven years that never "Auto-added" as the audit log shows. These six transactions were "Auto-/Added" this week by the Rule NEVER occurred in the past - again confirmed by the Audit Log. (I would never set up a rule to "Auto-Add" from "All Accounts" as an "Uncategorized Expense".)

So why would it just start this week and why does the Audit Log not show any rules created? 

Dan Austin / BrotmanLaw

 

D
DebSheenD
April 4, 2024

Hello there, @dmaustin. I'm here to share some information about the Auto add feature in QuickBooks Online (QBO).

As we read your response, we recognized how the option that was set automatically adds transactions to QuickBooks. This option will appear if this is set up in your bank rule. 

 

With that, you can edit the rule that was created and then turn off the Auto-add feature. 

 

Let me show you how:

 

  1. Click the Banking menu and go to the Rules tab.
  2. Find the rule that you want the Auto-add feature to get rid of and click on the Edit link below the Actions column.
  3. On the Edit rule window that appears, scroll down and click the button under the Automatically confirm transactions this rule applies to the option.
  4. Click on Save once you're done.

 

Check the following article for more information: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

In addition, here's an article to help you manage bank transactions and reconcile an account inside the program:

 

 

I'm always here if you need more help with your bank transactions. Take care and have a great rest of the day!

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