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info1447
January 8, 2021
Question

How do you stop Quickbooks Online from creating "suggest rules?" They are really messing up my account.

  • January 8, 2021
  • 2 replies
  • 0 views
I've have almost a dozen transactions impacted by a suggested banking rule that was automatically applied without my knowledge. How do you turn off suggested rules, or at the least prevent the system from automatically applying them?

    2 replies

    JoesemM
    JoesemM
    January 8, 2021

    Thanks for posting in the Community space, @info1447.

     

    You can edit the rule that you’ve created and then turn-off the Auto-add feature. This will prevent the system from automatically categorizing your transactions. Let me guide 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 option.
    4.  Click on Save once you're done.

    For more details about bank rules, see this article: How to Set and Use Banking Rules for Downloaded Transactions.

     

    I'll be attaching these articles that will guide you in categorizing transactions and the reconciliation process: 

     

     

    I'm just a few clicks away if you need more help with QuickBooks Online. Take care and stay safe.

    I
    info1447Author
    January 8, 2021

    This actually does not answer my question.  I want to know how to keep Quickbooks Online from automatically creating suggested rules?  The software created and implemented a rule that moved a dozen transactions that have messed up my books.  I don't want the software to suggest or implement rules unless I choose to do it.  How do I make that happen?

      JasroV
      JasroV
      January 8, 2021

      I appreciate your prompt reply and for the clarification, @info1447.

       

      Bank rules help you automatically categorize transactions when downloading them from your bank. Since it's causing issues with your account, I recommend reaching out to our Support team.

       

      They have the necessary tools to securely check your account and investigate the cause of this. Here’s how to reach out to them:

       

      1. Go to the (?) Help icon. 
      2. Choose the Talk to a human option (type it again if prompted).
      3. Select I still need a human.
      4. Click the Contact us.
      5. Enter a brief discussion of your concern and continue with Let's talk.
      6. Choose either Get a callback or Send a message (if you prefer to chat).  

      You can also refer to this link for more details: QuickBooks Online Support. Ensure to review their support hours to know when agents are available.

       

      When everything is in place, you can now categorize those transactions to the right account. Once done, you’re ready to reconcile your accounts anytime.

       

      Let me know if you have other concerns or questions about bank rules or with QuickBooks. I’ll be around to back you up. Keep safe and stay healthy. 

      R
      roci
      March 20, 2022

      Same. I hate these rules with every bone in my body. Super annoying and causes so much pack pedaling. I'm certain my records are whacked because I didn't realize it was applying the WRONG information for quite some time. Stop it QB. I can't even understand the logic that goes into creating these rules based one one little word it detects. Horrible horrible functionality.

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