Skip to main content
D
dinodigger
August 28, 2023
Solved

NEW: Deposits Ignoring Rules Automatically Set as Transfers

  • August 28, 2023
  • 2 replies
  • 0 views

Hello!

 

As of 10 days ago, all of my incoming deposits show up as transfers from Sales in the "for review" section, ignoring all rules I created to automate their classification. As a result, I have to assign the source and category for each one manually. This is totally new behavior so I'm wondering if I missed some information in an update?

Best answer by Nicole_N

Hello, dinodigger. I appreciate you for following up on this.

 

Upon checking here, we have an ongoing investigation about bank rules not being added to transactions in QuickBooks Online (QBO). This means that other users are experiencing the same problem as well. Rest assured that our product engineering team is already working to find a permanent fix for this issue.

 

For now, I suggest reaching out to our QuickBooks Support team to ensure you'll be added to the list of affected users. This way, you'll be notified through email about the resolution updates. Here's how to contact them:
 

  1. Go to the Help icon in the top right-hand corner.
  2. Press the Contact Support button.
  3. Enter your question in the box and hit Let's talk.
  4. Choose the best way you'll want to reach out to us.

 

Please consider checking their available hours since they can only accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

 

Once everything is all set, reconcile your accounts. I'd recommend doing this every month to help monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

 

I'm all ears if you have other banking concerns or questions about managing your accounts. You can drop a comment below, and I'll gladly help. 

2 replies

Q
QueenC
August 28, 2023

Welcome to the Community forum, @dinodigger. I understand how important it is for your incoming deposits to be accurately classified and how hard it could be when automation rules are not working as expected. Rest assured, I'm here to assist you in resolving this issue and ensuring a smooth banking experience with QuickBooks Online. 

 

Let's dive in and find a solution together.

 

There could be a few reasons why your deposits are automatically set as transfers and ignoring the rules you created. One possibility is that someone might've changed the rules or deleted the rule. With that being said, I'd recommend checking your Audit Log to confirm.

 

  1. Go to the Gear icon then select Audit log under Tools.
  2. Check if there have been any changes made to your rule.
  3. If there's any, you can go ahead and edit the rule. You can use this article for more guidance: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

If there have been no changes made to your bank rule, you can delete the bank rule and recreate. 

 

Here's how to delete the bank rule:

 

  1. Go to the Banking menu then select Rules.
  2. Click on the dropdown button beside Edit.
  3. Select Delete.

 

Additionally, similar to balancing your checkbook, it is important to review your accounts in QuickBooks to ensure they align with your bank and credit card statements. This is known as reconciling. To know more about this, feel free to browse through this article: Reconcile an account in QuickBooks Online.

 

If you need additional assistance managing your bank transactions, please don't hesitate to let us know. We're here to help. Thank you for choosing QuickBooks Online, and we're committed to ensuring a smooth experience for you.

D
dinodiggerAuthor
August 29, 2023

Thanks, but that's not it. No one has logged in aside from me.

 

What's also interesting is that it says it matching a rule in some cases but doesn't actually do it. I have one transaction now that has a "RULE APPLIED" set but instead of looking like a categorized transaction it is set to Record Transfer.

 

 

Nicole_N
Nicole_NAnswer
August 29, 2023

Hello, dinodigger. I appreciate you for following up on this.

 

Upon checking here, we have an ongoing investigation about bank rules not being added to transactions in QuickBooks Online (QBO). This means that other users are experiencing the same problem as well. Rest assured that our product engineering team is already working to find a permanent fix for this issue.

 

For now, I suggest reaching out to our QuickBooks Support team to ensure you'll be added to the list of affected users. This way, you'll be notified through email about the resolution updates. Here's how to contact them:
 

  1. Go to the Help icon in the top right-hand corner.
  2. Press the Contact Support button.
  3. Enter your question in the box and hit Let's talk.
  4. Choose the best way you'll want to reach out to us.

 

Please consider checking their available hours since they can only accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

 

Once everything is all set, reconcile your accounts. I'd recommend doing this every month to help monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

 

I'm all ears if you have other banking concerns or questions about managing your accounts. You can drop a comment below, and I'll gladly help. 

F
Fudds
March 8, 2024

It is now half a year later and I'm still facing this exact same problem. This appears to be the only thread acknowledging the issue. All my rules automatically mis-assign everything to a transfer. Not sure what to do

D
dinodiggerAuthor
March 8, 2024

I'm sorry to hear that is happening to you. Not long after this post, my rules started working correctly again. I have no idea if they fixed something or if it was because I deleted and rebuilt most of my rules.

Terms & ConditionsAccessibility statement