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O
opera12
November 11, 2022
Question

Why is my bank rule overridden when the payment amount coincidentally matches an invoice?

  • November 11, 2022
  • 2 replies
  • 0 views
I have set up a rule which explicitly identifies a payment coming in according to the bank text. It happens to be for the same amount as an outstanding invoice which is nothing to do with it. Why does the rule not take priority when it is clearly something I have specifically set up for the purpose?

    2 replies

    O
    opera12Author
    November 11, 2022

    ... and: when I tell QB I want to Categorise rather than Match it shows that a rule has been identified but it is not actually applied, the Category is not set and I have to select it manually, so it is no help.

    Adrian_A
    Adrian_A
    November 11, 2022

    Hello there, opera.

     

    It seems that you initially posted the same concerns. My colleague has already responded to your question about bank rules. You may visit their answer through this link: https://quickbooks.intuit.com/learn-support/en-uk/do-more-with-quickbooks/why-is-my-question-deleted-when-i-look-at-a-possible-answer-it-s/01/1164749#M4485.

     

    I'll be around whenever you need help with QuickBooks.

    O
    opera12Author
    November 11, 2022

    No, that's different question.

     

    J
    jcaccounting
    March 24, 2023

    Did you ever resolve this? I'm going insane with the same issue.

      O
      opera12Author
      March 24, 2023

      No: but I don't send out a lot of invoices and none are o/s now so I've not been bothered by it for a while. If it happens again I'll follow up.

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