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FR1476
August 2, 2021
Question

QB Accountant Desktop 2021 - Where did my Cash Disbursement/Bank Feeds rules go

  • August 2, 2021
  • 1 reply
  • 0 views

I just updated a client from QB Accountant Desktop 2018 to 2021.  I downloaded the monthly bank activity from the bank into a folder, then I go back and do the work.  Well now the rules list is gone and to add a new vendor from the unrecognized list doesn't instantly add a new rule list.  

 

What used to take 15 minutes now looks to take hours.  Why can't Intuit leave things alone???  They shut off bank feeds in 2018 and now change everything and just creating way more work for me.  I am beyond ticked off...

1 reply

Kristine Mae
Kristine Mae
August 2, 2021

We want this resolved as much as you do, FR1476.

 

There are no open cases after checking our records. The issue can be caused by a corrupted file. Let's run the Verify/Rebuild utility to detect the data damage. Here's how:

  1. Click File.
  2. Go to Utilities, then choose Verify Data.
  3. If QuickBooks detected no problems, there's no further action needed. If you receive a message, "Your data has lost integrity," the file is damaged. Just continue to Rebuild Data to correct the problem.
  4. When you Rebuild Data, you'll receive a message to back up your company file, just click OK. The utility starts as soon as the backup is finished.
  5. Click OK when you get the message "Rebuild has completed."
  6. Run Verify Data again to check for remaining data damage.

Once done, check if you can already see the bank rules list.

 

If you're no longer able to see them, you'll want to recreate them instead. Then, reach out to our customer care support after. This way, an agent can investigate the issue further.

 

You can always visit the Community if you have other banking concerns. We're just one post away. Take care!

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