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January 29, 2022
Question

Rules not catching all transactions. why or what am I doing wrong

  • January 29, 2022
  • 1 reply
  • 0 views
have checked and updated there are a few that arent working after updating, can I manually do a rules run?

1 reply

Rubielyn_J
January 30, 2022

It's a pleasure to see you here, @invoicing-hotspo

 

Yes, you can manually run rules in QuickBooks. All your transactions must be correctly entered so that all the account balances are accurate. If your bank rules aren't correctly catching all transactions, it may be that they aren't set up the same way as the other rules that are being properly applied in your account. 

 

I also recommend comparing the settings of these rules to the ones that are being correctly applied to make sure that all the settings are similar. Also, make sure that the rule isn't too vague so that other unwanted transactions don't get categorized.  

 

Additionally, let me share this link to help you manage your bank transactions in QuickBooks: 

 

 

 If you have any other questions about banking rules in QuickBooks, feel free to reach out here again. I'll be happy to help you. Keep safe and have a good day!