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dan197
August 26, 2022
Question

How do I turn off QB's automatic matching? I have never set up any banking "rules" yet it looks to me like QB has applied automatching and it's usually wrong.

  • August 26, 2022
  • 1 reply
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My last name is the same as a ubiquitous department store - Macy's - so QB almost always categorizes a transaction vendor as being Macy's. It drives me crazy.

1 reply

Candice C
Candice C
August 26, 2022

Good morning, @dan197. 

 

Welcome to the Community! Let's work together to get the matching fixed in your bank within QuickBooks Online. 

 

I recommend looking over the bank rules section to ensure that you didn't accidentally make one. Here's how: 

 

  1. Go to the Banking tab on the left-hand menu. 
  2. Press the Rules portion of the banking page. 

 

From there, you'll be able to review any rules you may have created. If there is one, you can select the Edit drop-down in the "Actions" column and press Delete. 

 

If this isn't the issue, let's try creating one so that it isn't automatically match up to the wrong transaction: Set up bank rules to categorize online banking transactions in QuickBooks Online. 

 

I'm only a post away if you need me again. I'll be back around to check in on you! 

O
oceanbeachesglass
November 6, 2022

I have a similar problem, but it's not with the rules (which I have lots of) - it's that QBO does a woefully poor job at automatically assigning a payee or account to transactions that are not governed by rules.  It often simply uses whatever payee was most recently used, and fills in the next 10 or so transactions with that payee!

 

I do appreciate the rules function, and it streamlines things nicely.  But why can't QBO leave the transactions alone that aren't involved with rules?  Whatever efficiency is gained by rules is negated by the distractions created by false matches.

    T
    traceycountsbeans
    May 4, 2023

    I also have the same problem. It assigns the same payee to ALL of the transactions that follow. Its SUPER annoying and I'm hoping I'll find a better answer in another thread here? Please!

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