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shawnydanroth-gm
Level 1

what are QB online created entries? how to turn off?

 
1 Comment 1
Nicole_N
QuickBooks Team

what are QB online created entries? how to turn off?

These are transactions that are automatically recorded in QuickBooks Online (QBO) based on a system rule or your setup, Shawny.

 

To turn these off, you can adjust the specific feature or automation settings in QuickBooks that are triggering these entries.

 

The two most common sources are Banking Rules (Auto-add) and Scheduled Recurring Transactions.

 

If you create recurring templates for invoices, bills, or journal entries set to Scheduled, the transactions will automatically generate on the specified date and interval. To disable this feature, follow the steps below:

 

  1. Go to the Gear icon and select Recurring transactions.
  2. From the list, find the recurring/scheduled transaction.
  3. Select Delete from the Action dropdown.

 

Alternatively, you can edit the transaction and change the type from Scheduled to Reminder (to receive notifications) or Unscheduled (to use it manually as a template).

 

If you have created bank rules with the Auto-add feature enabled, these rules will not only categorize transactions but will also automatically add them to your accounts without your confirmation. This is the most common reason for unwanted automatic entries.

 

To stop this, follow these steps:

 

  1. Go to the Gear icon and select Rules.
  2. Find the rule and click Edit.
  3. Turn off the Auto-add feature.

 

By managing recurring transactions and auto-add rules, you can regain control over automatic entries in QBO.

 

Please let us know if you have more questions or clarifications. We'd be happy to help.

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