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M
m-feraga
November 23, 2020
Solved

The auto-add option on rules do not apply. I still have to review all transactions. Rules are all different and not conflicting. Is this a known bug from Quickbooks? Thx

  • November 23, 2020
  • 3 replies
  • 0 views
Transactions are categorized properly according to rules. Just the auto-add does not work even if it is activated.
    Best answer by ReymondO

    Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @m-feraga.

     

    This can be the reason why the auto-add option on your bank rules doesn't apply. Let me share with you some basic troubleshooting steps that will help you fix it.

     

    First, access your account in a private window. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys: 

     

    •  Press Ctrl + Shift + N (Google Chrome).
    •  Ctrl + Shift + P (Firefox).
    •  Control + Option + P (Safari).

     

    If the auto-add in feature in the bank rules works, then they go back to your regular browser and ​​​​​​​clear its cache. You can also use another supported browser to check if this option is working. This might be a temporary issue with QuickBooks and the current browser that you use.

     

    You can also check out this article to know more about the Bank Rules feature in QuickBooks: How to categorize bank transactions using bank rules. 

     

    If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe. 

    3 replies

    R
    ReymondOAnswer
    November 23, 2020

    Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @m-feraga.

     

    This can be the reason why the auto-add option on your bank rules doesn't apply. Let me share with you some basic troubleshooting steps that will help you fix it.

     

    First, access your account in a private window. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys: 

     

    •  Press Ctrl + Shift + N (Google Chrome).
    •  Ctrl + Shift + P (Firefox).
    •  Control + Option + P (Safari).

     

    If the auto-add in feature in the bank rules works, then they go back to your regular browser and ​​​​​​​clear its cache. You can also use another supported browser to check if this option is working. This might be a temporary issue with QuickBooks and the current browser that you use.

     

    You can also check out this article to know more about the Bank Rules feature in QuickBooks: How to categorize bank transactions using bank rules. 

     

    If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe. 

      M
      m-feragaAuthor
      November 26, 2020

      I realize I had the problem with Quickbooks App. Using Quickbooks online on a fresh browser works as expected. Thank you

      J
      jayepoch
      May 3, 2021

      I was experiencing this issue as well, but was able to resolve it after speaking with QuickBook's online chat tech support. Here's what we learned:

       

      -- If you're using a web browser like Chrome, try switching to another like Firefox.

      -- Check if it works OK in Firefox, and if it does, it means you need to clear your COOKIES in Chrome.

      -- Even when we tried an Incognito/Private window in Chrome, it didn't work until we cleared the cookies.

       

      After following these steps my transactions are auto-matching again. Hope this helps others having the issue!

      G
      greg_k
      January 16, 2024

      I spoke to QuickBooks support today, looking at this same problem. Before calling them, I had read this thread. I performed the following before making a call:

      • Test using Safari
      • Test using safari after clear cookies and cache
      • Test using Chrome / Brave
      • Re-test clearing cookies and cache
      • Test using Firefox
      • Re-install Firefox totally.

      Despite the above, this was still broken. So I called support. The support agent screen shared, saw the problem, and went away to the "back of house" team to find an answer. I got a call back later. They said they could not replicate the issue and wanted me to delete and recreate the rule.

       

      I did some further analysis myself. Instead of deleting the rule, I created a new rule with a split, and it worked. I then exported the rules, and started comparing the differences between the non working rule and the working rule. After some time and testing, I confirmed that this bug ONLY happens if you have a rule that has a SPLIT transaction, where you set the Payee for the transaction. Under those circumstances, it fails.

       

      The support agent was able to go away and replicate the fault, and then tried to tell me that I cant set a payee, because that will affect the criteria for the match of the rule. While I can confirm the auto add then works, that is certainly not a solution. I told the agent it was a bug, and needed to be fixed. They assured me it was not a bug, and everything was working as expected.

       

      I did not accept that explanation. Why would the Payee field not be greyed out if completing this field will break the whole functionality of auto-add. I am currently waiting on someone to call me back, but that was a less than ideal support interaction.

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