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ntchris
February 24, 2022
Question

Why aren't my rules working on all accounts?

  • February 24, 2022
  • 2 replies
  • 0 views
ive setup a simple rule on one account, telling it to work on all the other accounts and yet it still is not getting picked up. For example I set a rule for gas stations where description is any of Shell or Exxon for all accounts. It works in the account i set it up in but not other accounts. I've hit the update button and nothing happens

2 replies

M
Mark_R
February 24, 2022

Welcome to the QuickBooks Community, @ntchris.

 

I'm here to help make sure your bank rules work appropriately. To get this resolved, let's perform some troubleshooting steps.

 

It's possible that the browser you're using had a data issue that's why your bank rules aren't working. To verify, let's log in to your QuickBooks Online (QBO) account using a private browser. To do so, press this shortcut key on your keyboard:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

 

If the issue persists, I suggest deleting and recreating the bank rules. Here's how:

 

  1. Go to the Banking/Transactions menu, then select Rules.
  2. Find the rule that isn't working.
  3. Click the drop-down arrow under the Action column, then choose Delete.
  4. Select Yes to confirm.
  5. Once done, recreate the rule.

 

You might also want to learn more about categorizing and matching bank transactions in QBO. This helps you put your downloaded transactions in the correct accounts.

 

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you, @ntchris.

    N
    ntchrisAuthor
    February 25, 2022

    the only thing that fixed it was creating a new job but what is the point of creating a job if I have to recreate it every time it doesnt work. It doesnt give me much faith in the process.

    J
    jaceonwheels1
    November 9, 2022

    If a rule is not working in QB Online I have found its because it conflicts with another rule. For example if you have one rule that looks for a transaction with the text "withdrawal", and another rule that looks for transaction with the text "withdrawal ATM", there is a shared data parameter which causes a conflict. The resolution is to edit the rules to be more unique (sometimes this is not possible depending on what data comes through from the bank and you have to manually post those transactions).

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