Why won't my rule for a sales receipt save?

The possible reason why banking rules do not apply to deposits categorized as sales receipts is that it could be due to unmet established conditions, shaynee.

You'll need to check the following:

• The Bank text if you have the same information received from the bank.
• The Description is a simplified version of the bank text to make it easier to understand.

For detailed guidance on how to use bank rules to automatically categorize transactions from your bank, refer to this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

If the settings are correct, I recommend deleting and recreating the bank rules. There may be data corruption preventing the rule from saving correctly.

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 may also want to learn more about categorizing and matching bank transactions in QuickBooks Online. These help you put your downloaded transactions in the correct accounts.

Looking for assistance with your bookkeeping? Our QuickBooks Live Expert Assisted team is here! We offer dedicated bookkeepers who are ready to help streamline your accounting processes and make managing your books.

If you require further assistance with your bank transactions, please leave a comment below.