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August 24, 2020
Question

Bug report - rule should apply, mobile app shows recurring expense uncategorised, AND suggests "other ordinary income" as account - for an expense????

  • August 24, 2020
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1 reply

August 24, 2020

Hello there QED,

 

It's great to hear from you again and I hope you've been well. Thanks for taking the time to share a bit about what's going on with rules applying to transactions in your QuickBooks Online account. It sounds like you're working in the banking feed and have rules set up there, but I want to make sure we have all the details before jumping into this. I'll point you in the right direction.

 

When you're working with banking rules and troubleshooting when they don't seem to be applying as they should, taking a look at your setup is the first place to start. I recommend reviewing the Setup bank rules to categorize online banking transactions in QuickBooks Online article to make sure you have everything configured just as you need it to be.

 

If things are looking as they should and you're still not sure why the rules aren't applying as you're expecting, I recommend contacting QuickBooks Online support to explain your situation in more detail and troubleshoot. Here are the ways you can reach out.

 

Schedule a Callback or Chat: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat

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See you next time!