Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @m-feraga.
This can be the reason why the auto-add option on your bank rules doesn't apply. Let me share with you some basic troubleshooting steps that will help you fix it.
First, access your account in a private window. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys:
- Press Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox).
- Control + Option + P (Safari).
If the auto-add in feature in the bank rules works, then they go back to your regular browser and clear its cache. You can also use another supported browser to check if this option is working. This might be a temporary issue with QuickBooks and the current browser that you use.
You can also check out this article to know more about the Bank Rules feature in QuickBooks: How to categorize bank transactions using bank rules.
If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe.
