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rikkardi
Level 1

Why are rules not running automatically after transactions are updated?

I have to say, this is more proof at what an atrocity the customer service at QuickBooks is. It's hard to tell whether it's strictly incompetence or indifference, but regardless it's 100% ineffective. This has clearly been an on-going issue for years. Previous posts and subsequent replies show that investigations were allegedly open, the engineering "was working hard on this issue," andddddd the end. I've never called QuickBooks support and gotten any help. In fact, I've literally had to figure out my own resolutions, while on the phone with your teams, then walk them through the process. Pretty backwards. What I would suggest, is A) stop with the BS template responses B) take a second to do your jobs and actually read the concerns of your paying customers C) DO SOMETHING ABOUT IT.

This is clearly not a matter of troubleshooting. You have a problem with your software. Now go take a shred of pride in your work and yourself and do something about it rather blowing smoke.

Slug
Level 1

Why are rules not running automatically after transactions are updated?

Here we are mid way throw 25 and the same issue is still here.

 

Please don't reply with delete your rule and re add as I have done this 5 times before .

 

My guess is will never be fixed. I have moved one of my other companies to MYOB already.

MoiraskyeT
QuickBooks Team

Why are rules not running automatically after transactions are updated?

Rules run automatically and will still apply to the new transactions even after updating to your previous entries, Slug.

 

Since you have already updated the rules 5 times, I suggest contacting our phone support to investigate this further.

 

Here’s how to get in touch with them:

 

  1. Log in to your QuickBooks Online account.
  2. Select the Help (?) icon.
  3. In the Assistant tab, enter your question, or use the Search tab to locate the Contact Us button.
  4. You’ll have the option to either chat with a live expert or request a call back.

 

You can also refer to this article to learn when to contact support: Get help with QuickBooks products and services.

 

To learn more about using bank rules to automatically categorize transactions from your bank, please refer to this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Feel free to come back to this thread if you still have additional concerns related to running rules.

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