Skip to main content
September 15, 2021
Question

When QB automatically updates my checking account it is adding transactions without me ... How can I stop this?

  • September 15, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

September 15, 2021

Hi there, lorivet.

 

Thank you for visiting the QuickBooks Community. I'll be sharing details on how categorizing transactions works in QuickBooks Online. Then, ensure you're able to stop the auto-adding entries in your QBO account.

 

When you download transactions from your bank, you'll have to categorize them so they go into the right accounts. You also have the option to create rules so QuickBooks can automatically categorize entries for you. Thus, it could be the Auto-add feature was turned on in the system, which is why it's adding transactions without your permission. To sort the issue and to stop the auto-adding entry, I suggest turning -off the Auto-add option.

 

Here's 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 Auto add button under the Automatically confirm transactions this rule applies to the option. Then, turn off.
  4.  Click on Save once you're done.

 

 

If the issue persists, it's possible that a QuickBooks user added those transactions. To verify this, I reccomend visiting the Audit log page. From there, you'll see the list of the company's activities, the changes made, and who made them.

 

Additionally, you can refer to this article to see detailed steps on how you can reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.

 

Please know you can always leave a message through this post if you need further concerns about your bank transactions. I'll keep my notifications open. Take care!