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waltercrown
March 7, 2024
Question

Cannot import rules to A/R or A/P

  • March 7, 2024
  • 1 reply
  • 0 views

QuickBooks just released an update that prevents users from being able to import rules that assign transactions to Accounts Receivable A/R or Accounts Receivable A/P categories. If you have any existing rules with these categories mapped and you export them then try to import the exact same rules the A/R and A/P accounts will not be available in category assignment dropdowns. After spending 3+ hours on the phone with QBO support they said they will not be fixing this issue. This problem will because massive for accounts that bulk manage rules through export and import functionality. Reference the case number below to escalate this issue.

 

Case number: 15113924360

1 reply

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waltercrownAuthor
March 8, 2024

As a follow up to this, it seems that the rule import engine is broken and won't support any new accounts you create. You can only select existing accounts, as long as they aren't A/R or A/P accounts. 🤦‍♂

Bryan_M
Bryan_M
March 8, 2024

Hi there, @waltercrown.

 

I appreciate your effort in contacting our support to help you import bank rules and the info you provided. Let me direct you to the best help possible.

 

To escalate this issue to our Product Engineers, I recommend contacting QuickBooks Online (QBO) support again. They can further investigate and find a fix for this. 

 

Also, I'll add this article to help you match your bank and credit card statement to QBO: Reconcile an account in QuickBooks Online.

 

Let me know if you have additional questions about rules and managing bank transactions. I'll be willing to help. Keep safe.

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waltercrownAuthor
March 8, 2024

Hi Bryan, I already contacted support about this issue and they said they weren't going to fix it. The case number is 15113924360. You can see the exact issue and the Tier-3 support team's response that they are not going to resolve it.

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