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H
hz-gmail-com
February 4, 2023
Solved

Are there Wild Character symbols Eg * or ! in QBO?

  • February 4, 2023
  • 1 reply
  • 0 views
The bank date changes in the text for a Visa deposit - one day it is VI0203 ACT123 the next day it is VI0204 ACT123?  Is there solution for wild characters or maybe they are an advance feature of an upgraded QBO?
Best answer by Trish_T

Hi hz-gmail-com,

 

Welcome to Community!  It's important that your transactions are uploaded accurately in QuickBooks Online.  I'd be glad to point you in the right direction, so you can get the support you need!

 

The unexpected behavior you've described is rather concerning.  In this situation I feel the best course of action would be to contact us outside of Community.  This will allow our Customer Care team to work with you directly and review the behavior in more depth.  They'll also have the ability to connect with our Development Team for further investigation, if required.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, feel free to reach back out.  We're always happy to help!

1 reply

T
Trish_TAnswer
February 6, 2023

Hi hz-gmail-com,

 

Welcome to Community!  It's important that your transactions are uploaded accurately in QuickBooks Online.  I'd be glad to point you in the right direction, so you can get the support you need!

 

The unexpected behavior you've described is rather concerning.  In this situation I feel the best course of action would be to contact us outside of Community.  This will allow our Customer Care team to work with you directly and review the behavior in more depth.  They'll also have the ability to connect with our Development Team for further investigation, if required.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, feel free to reach back out.  We're always happy to help!

H
hz-gmail-comAuthor
February 7, 2023

Thanks for your reply; it's not an unexpected behavior rather this is how the bank download comes into QBO as the credit card merchant sale for the day is dated in the text that is downloaded.  I could set up a rule if I only had one location, however we have 5 locations in the same day that could possibly have a visa pmt paid to us.

I can identify each location by the account number, but I can't create a rule (without a wild char) that would ignore the date included in the text from the bank.

 

For example "V20230206_12345" $100.00 deposit and a "V20230206_67890" $200.00 deposit for two locations in the same day I would like to create two rules. 

Assuming "*" is a wild char, one rule could be "V2023****_12345" and the second location rule could be "V2023****_67890"; this would ignore the deposit date of Feb 6th so that the rules would apply to all deposits for each location. 

 

BTW I don't think * is a wild char as I did try it, but maybe I didn't code it correctly(?)

I just don't know what the wild char is, or even if there is one available that I could use.

Should I still contact someone in the Chat for a call back?

T
Trish_T
February 7, 2023

Hi hz-gmail-com,

 

Thanks for getting back to me here.  QuickBooks Online does enable you to set different locations for your Bank Rules to categorize your transactions automatically.  However, if the codes provided on the bank's end change on a daily basis this wouldn't work as designed.  Another option would be to 'Tag' transactions or assign a 'Class'.  These items can also be included in your Bank Rules.   

 

Here's how to add Tags and/or Classes to Bank Rules;

 

1. Open Transactions from the left menu and then Rules

2. Click on New rule

3. Complete the required fields that best fit your needs

4. Scroll down and click on Assign more

5. Hit Save when done.

 

Please don't hesitate to contact us for additional assistance in real-time.  

 

Should any other questions come to mind, we're here for you!

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