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January 1, 2022
Question

Why do my intuit des deposit's no longer automatically have the category assigned in banking transactions?

  • January 1, 2022
  • 1 reply
  • 0 views
Been about 2-3 months and when my customers pay online directly to quick books in the banking transactions the lump sum of 5 customers payments are showing up as assign a category.

1 reply

January 1, 2022

Thanks for coming by, @showmeacro.

 

I'll be glad to assist you today. To verify, are you using bank rules? If so, you'll want to check if there are changes to your bank rules that could affect the automatic payments of your customers.

 

Here's how to check:

 

  1. Go to Banking, then select the Rules tab.
  2. Look for the rule in question and then Edit.
  3. If you're unable to locate the payment rule, tap the New rule button to re-create. See the image below.
  4. Click Save.

 

 

 

Want more details? See these articles:

 

 

When you're ready, continue with reconciling your bank account.

 

Let me know how it goes as I wanted to ensure this is resolve for you. Take care and have a grand and successful New Year ahead.