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ginotpetrocco1
December 1, 2021
Question

Banking transaction rules not working properly

  • December 1, 2021
  • 1 reply
  • 0 views
banking transaction rules not working properly, fails to match transaction in the banking list. occurs on a number of rules. other rules are applied properly.

1 reply

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Alex M
December 1, 2021

Hi there ginotpetrocco1,

 

It's important that all your transactions be correctly entered so that all the account balances are accurate. QuickBooks Online allows you to create bank rules to help ease the process of entering your data into your books and save you time. I can provide some information about bank rules.

 

If your bank rules aren't correctly being applied on certain 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 recommend comparing the settings of these rules to the ones that are being correctly applied to make sure that all the settings are similar.

 

Another important part of bank rules is the wording used in the rule. If your rules are based on descriptions of the transactions, the wording of the transaction needs to have the same capitalization and spelling as the transactions that need to be categorized. Also, make sure that the rule isn't too vague so that other unwanted transactions don't get categorized. 

 

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

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ginotpetrocco1Author
December 1, 2021

i've been on this issue many times, and the rules are correct, there is not a reason not to match. this is a recurring issue, that also occurred in the desktop version. 

 

how do i get this investigated? it is EXTREMELY frustrating and time consuming.

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Alex M
December 1, 2021

For further assistance with troubleshooting this issue, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to verify your account in a secure environment. This will make them be able to view your account setup with you, provide some more troubleshooting steps as well as notify our engineers if necessary. You can reach out to them using one of these ways:

 

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, Twitter, and Instagram. 

 

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

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