Rules don't work

This isn't the kind of experience I want you to have, pkuroda.

If your bank rules for your credit card account are not working, it might be because you’re using a rule based on bank text when you meant to make a rule based on the description or vice versa. To explain the difference:

• The bank text is exactly the information QuickBooks receives from the bank. The bank text is the transaction you'd see listed in your bank account or on your bank statement
• The description is a simplified version of the bank text to make it easier to understand. For example, QuickBooks might simplify bank text to just say a vendor name.

QuickBooks by default shows the description in your list of transactions. To show the bank text instead, follow the steps below: 

1. Go to Banking and then Transactions.
2. Select Bank transactions, or go to Banking (Take me there).
3. Above the table, go to the Gear icon.
4. Click Show bank details.

Here's an article you can refer to for more details about setting up bank rules to categorize online banking transactions in QuickBooks Online. If the same thing happens, we can delete the bank rules. Here's how: 

1. On the left tab, click Banking.
2. Select the Rules tab.
3. Look for the rule, and under the Actions column, click the down arrow beside Edit and select Delete.

You can also check out the articles related to banking for your additional reference:

• Setup bank rules to categorize online banking transactions in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

We're always here in the Community to help if you have other questions related to Bank Feeds and Bank Rules in QuickBooks. Stay safe!