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sarahnorthway
June 7, 2023
Question

Why don't auto-add rules work?

  • June 7, 2023
  • 1 reply
  • 0 views

I have dozens of rules that all have Auto-add turned on (green) at the bottom where it says "Automatically confirm transactions this rule applies to". Yes, IT IS ON.

 

In the last 3 years I've had hundreds of transactions correctly tagged with these rules, but I have never seen one get moved from "For review" to "Categorized" unless I manually do it myself. Yes, the transactions are being matched. Eg they say RULE in the category or match column and "RULE APPLIED Bank Fees" in the details.

 

What is auto-add supposed to do?

 

Does it work for anybody else?

 

Is there some way to force trigger auto-adding?

 

The only time auto-add ever works for me is if I create a new rule while there are other transactions in "For review" that match it. Then, and only then, do they get moved from "For review" to "Categorized" automatically. When new transactions come in, they are never automatically moved.

 

QuickBooks Online website, Canada, Business, newest Chrome browser.

 

Support was beyond useless, all they could do was point me at the "how to make a rule" page:

https://quickbooks.intuit.com/learn-support/en-ca/help-article/banking/set-bank-rules-categorize-online-banking-online/L0mjJl0nD_CA_en_CA

1 reply

A
Alex M
June 7, 2023

Hi there saranorthernway,

 

It's important that all your transactions are correctly entered for your books to be well balanced. QuickBooks Online is a great tool able to help you keep track of sales and expenses so that you can see the profit of your business. I can point you in the right direction for assistance with these rules.

 

When you have the Automatically confirm transactions this rule applies to the option toggled to on, if the transaction has the eligible criteria, it should be automatically. One cause it may not be added automatically is that the rule contains multiple conditions, and it's set so that it's set to ALl instead of any. If you want the transactions to have to comply with both conditions to be added, then keep it to All, but if you want it to have only one of those criteria needed to be met to be added, select Any.

 

One other point that could be incorrectly set is that the rule has the specific option set to Exactly instead of contains. Exactly would mean that a description would need to be those characters added in the text box, no more, no less. So if you have the rule to be Description is exactly Apples,  transactions that have the description Red Apples wouldn't be recognized.

 

The next step to try would be to delete one of these rules not working, and recreate it to see if it will recognize the transactions. This can work to restart classifying transactions automatically.

 

If the Auto-add option is toggled to on, and the rule is set properly to apply to these transactions but isn't automatically adding these transactions, for further assistance, you'd need to reach out to the support team outside of the Community once more. They'll be able to view your account with you in a secure setting to provide more troubleshooting steps and collect the necessary information to notify the engineers. You can reach them using these steps:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

if you have any other questions, feel free to reach out here.

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