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June 13, 2023
Question

Anyone having issues with the banking rules turning to auto add by themselves?

  • June 13, 2023
  • 1 reply
  • 0 views
Some of my clients with rules have seen something turn on all the rules to "auto add"

1 reply

June 13, 2023

Hi colleen38,

 

Welcome to Community!  Setting up Bank Rules in QuickBooks Online is a dynamic way to categorize your transactions effortlessly.  Each bank rule allows you to select the option to 'Automatically confirm transactions this rule applies to'.  Having rules mysteriously being applied is rather concerning and I'd be happy to help!

 

QuickBooks Online provides additional options is to 'Enable suggested categorization'.  Here's how to disable it;

 

1. Open Banking from the left menu

2. Select the tile for the account

3. Click on the small  above the Action column

4. Remove the checkmark beside Enable suggested categorization

That should do it!

 

If you experience the same result, please don't hesitate to contact us outside of Community.  We'd love the opportunity to work with you in real-time and ensure you're able to accomplish your banking goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out if you have other questions.  We're here for you!