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IGCPA
July 2, 2020
Question

Bank feeds in QBO

  • July 2, 2020
  • 1 reply
  • 0 views

Hi All, I have a very interesting thing in Bank Feeds for QBO. I have a rule in place to record all deposits as Rent Income but I have to classify it. When I press on the transaction to classify the transaction and press add, the transaction gets recorded as a check rather than a deposit to the bank. Anyone with a solution?

1 reply

Jen_D
Jen_D
July 2, 2020

Thanks for bringing this to our attention, @IGCPA,

 

Normally, when using rules in QuickBooks, all money in transactions should not be converted as checks or expenses. If this odd behavior keeps happening, you can delete and recreate the rule to get rid of any damaged template.

 

However, if you already did this step and still has the same issue. I suggest contacting our Support Team directly. They can create an investigation under your account and provide additional workaround to get this task completed.

 

To contact us:

 

  1. Go to the Help menu then select Contact us.
  2. Enter your concern in the What can we help you with? box.
  3. On the next screen, scroll down to the Choose a way to connect with us section.
  4. Choose Start messaging to initiate a discussion with a live agent or Get a call for callbacks.

 

Refer to the steps found in this article on how to manage Rules: How to set and use banking rules for downloaded transactions?

 

You can also visit our Resource Hub for more help articles about QuickBooks: QuickBooks Online Resource Center

 

I want to make sure this is resolved in no time. Let me know how this goes in the comment. I'll be right here to help.

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