Two companies, same name

I'm with you in sorting out your bank rule issues for Delta fuel station transactions, @Kimbre1.

QuickBooks will identify your bank's rules for how the conditions are set. Hence, it's important to set specific conditions to apply the rules correctly to the item that needs to be auto-matched.

Since the set condition doesn't apply correctly, I suggest deleting and recreating the bank rules. Here's how:

1. Go to the Transactions/Banking menu, then select Rules.
2. Find the created rules, then click the drop-down beside Edit and choose Delete.
3. Click Yes to confirm.

Then, ensure to add the Description instead of Bank text so it will match correctly. To explain the difference:

• The bank text is exactly the information QuickBooks receives from the bank. The bank text is the transaction you'd see listed in your bank account or on your bank statement.
• The description is a simplified version of the bank text to make it easier to understand. For example, QuickBooks might simplify bank text to just say a vendor name.

Here's how create rules: 

1. Go to the Banking menu, then select Rules.
2. Select New rule, then enter a name like Delta Fuel station in the What do you want to call this rule? field.
3. Select Money in or Money out in the Apply this to transactions that are dropdown menu.
4. From the In dropdown, select the bank or credit card account.
5. Set the rule conditions. You can set a single rule with up to 5 conditions. Set and include the following, then select + Add a condition.
6. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. 
7. Select Contains or Is exactly to decide how QuickBooks applies the rules.
8. Select the settings for the rule. Select the Transaction type, Category, Tags, and the Payee to apply.
9. Select Save.

For more insights, you can check out this article to learn more about setting up bank rules to categorize online banking transactions in QuickBooks Online.

Get back to me if you need more assistance in with creating rules. I'll be there to help you again.