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May 28, 2024
Question

One of my credit cards doesn't show up as an option when I add a bank rule

  • May 28, 2024
  • 1 reply
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1 reply

May 28, 2024

Hello aharper,

 

Having the option to create bank rules in QuickBooks Online is a valuable time saver, when it comes to matching the transactions with your books.  I would be glad to provide some insight here!

 

When your credit card isn't appearing as an option for bank rules, it may be that it isn't linked to QuickBooks Online.  It also may be that the account has been made inactive in your Chart of accounts.  However, I feel that you would benefit more, by contacting our Customer Care team outside of this forum.  With your consent, they'll be able to navigate with you virtually, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

If you have any other questions, feel free to reach back out.  WE would be happy to assist!