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gdequillacq
August 13, 2021
Question

Why is a rule with auto-confirm asking for a confirmation?

  • August 13, 2021
  • 3 replies
  • 0 views
I have regular cash-flows which are easily identifiable. The rules specifies that these CF should be automatically confirmed. I nevertheless have to confirm them by hand in the 'for review' section (they are properly identified there, just not confirmed).

    3 replies

    MariaSoledadG
    MariaSoledadG
    August 13, 2021

    Allow me to share some information about bank rules and guide you on what you'll have to do, gdequillacq.

     

    Generally, QuickBooks will automatically apply the rules to transactions in the For Review tab once you have already created a rule. You'll want to make sure that you have reviewed the setup. Also, ensure that you've created targeted rules so specific transactions are automatically accepted into your books from the Banking page. You can edit it if necessary or even add a new auto-add transaction bank rule to double-check if it's automatically confirming transactions. To do this, follow the steps below.

    1. Follow the steps to create a new bank rule.
    2. Select Automatically confirm transactions this rule applies to on the Rules window.
    3. Click Save.

    Please review this article again for the setup: Set Up Bank Rules to Categorize Online Banking Transactions in QuickBooks Online. After transactions are being added or categorized on the banking page, you can now start your reconciliation. For your guide, I've added this article for more information: How To Reconcile An Account in QuickBooks Online. 

     

    Post a comment below if there's anything else that needs about the bank rule. I'm always right here if you need further assistance. 

    C
    colin-valenta
    October 30, 2021

    I have done this as well and transactions still do not auto-confirm.

    J
    JonpriL
    October 30, 2021

    Joining the thread to offer help, @colin-valenta. I want to ensure you're able to categorize your transactions seamlessly.

     

    Creating bank rules to automatically add your reviewed transactions can be executed based on how complex your transactions are. Let's make sure the feature to add your transactions automatically is turned on for every rule you created.

     

    You can do so by toggling the Auto-add option under Automatically confirm transactions this rule applies when creating banking rules. Learn more about rules with this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

     

    But please be informed the number of automatically added transactions with rules applied is limited to 1000. If you can confirm the rules have been created accordingly and your transactions are still stuck in For Review, it is recommended to delete and recreate the rules in question.

     

    On top of that, I've also included this reference helpful with the steps needed in matching your bank account with transactions on your bank statement: Reconcile an account in QuickBooks Online.

     

    Don't hesitate to post again here if you have other questions or concerns with QuickBooks banking rules. I'm always around happy to help. Take care and stay safe!

    C
    colin-valenta
    October 30, 2021

    I have the exact same issue.  Rules applied never auto-confirm.

    M
    MissSarcastic
    January 29, 2022

    Was there ever an actual fix for this? I'm seeing the same thing. I thought I was crazy.

     

    Or just more non-sense responses blaming our computers or saying to contact support as if this is a one-off problem?

    C
    Cameron2345
    December 31, 2022

    I have the same problem. Has anyone found a fix for this?  What is the purposes of an automatic rule if you have to click to confirm it all the time?  

    G
    GebelAlainaM
    December 31, 2022

    I appreciate you chiming in the thread with your concern, @Cameron2345. I understand the importance of having this feature work as intended. I'm here to add some details about this one.

     

    Let's ensure to enable the Automatically confirm transactions this rule applies option when creating the bank rule. That way, you don't need to click confirm every transaction you want to add rules. 

     

    To verify, we can follow the steps below:

     

    1. Go to the Banking menu on the left pane.
    2. Click Rules.
    3. Locate the rule you want to check, and click the Edit dropdown under the Action column.
    4. Scroll down to the bottom of the Edit rule window and see if the Automatically confirm transactions this rule applies option is enabled.
    5. Then select Save to confirm changes.

    I've added a screenshot below for visual reference:


     

    You may refer to this article for more details: Set up bank rules to categorize online banking transactions in QuickBooks Online.

     

    However, once verified and still getting the same concern, I'd suggest reaching out to our QuickBooks Online Support Team. They have the tools to securely check on your account and investigate further on this issue. You may also request a screen-sharing session to guide you with the process and also check on your rules set up.

     

    I've also added the following articles for future purposes:

     

     

    Please tap the Reply button if you need further assistance, especially with your bank rules or transactions in QuickBooks Online. Take care, and Happy New Year in Advance!

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