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nadeemvaidya
November 24, 2022
Question

When will rules auto-applying start working again

  • November 24, 2022
  • 1 reply
  • 0 views

Rules that are created with "auto apply" chosen aren't triggering as they should. This has been going on for months. The only time I can get auto applies to run is to create another rule with auto-apply and with saving that rule, the other rules will apply automatically.

 

Please fix this as this is frustrating enough to make me want to switch accounting products.

1 reply

LieraMarie_A
LieraMarie_A
November 24, 2022

Hi there, @Nadeem.

 

Bank rules in QuickBooks Online are a marvel and can save data entry time. Currently, we have an ongoing investigation (INV-77219) about the Auto-add rules not automatically confirming transactions that meet the conditions. Rest assured that our engineers are working on a fix.

 

I recommend contacting our Customer Care Support team so that you'll be added to the list of affected users. This way, you'll receive email updates of the investigation's status and be notified once it's been resolved. I've included the steps to contact support below. 

 

  1. Click the (?) Help icon in the upper right-hand corner of the dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.

 

Feel free to read these article to learn more about bank rules: 
 

 

I appreciate your patience as we work through this. If you have any other concerns about managing bank transactions, please don't hesitate to drop a comment below. I'll get back to you as soon as I can, @Nadeem.

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