Thanks for sharing a screenshot with us, DaniDawg.
I can share some troubleshooting steps to isolate and fix the issue you're having with bank rules.
Let open your QuickBooks Online (QBO) account in a private or incognito window and recreate the rule. This way, we can check if this a browser cache issue.
The browser uses cache and cookies to swiftly load the web page faster in your next visit. However, too much of it affect the functionality of your account. Using a private window helps us verify the issue as this doesn't save any cache data.
To use a private or incognito window, you can refer to these keyboard shortcuts depending on the browser you're using:
- Ctrl + Shift + N (Google Chrome browser)
- Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
- Command + Shift + N (Safari browser)
If you're able to categorize your transactions, I recommend clearing your regular browser's cache. This will delete all the junk file and refreshes the system. You can also use other support browsers if this doesn't fix the issue. This way, we can see and check if this is a browser-integrated issue.
If this is not the case, I suggest contacting our Support team. They have the tools to securely look into your account and investigate the reason why the rule is categorizing the entry incorrectly. To reach out to them, you can refer to the steps shared by my colleague AlexV above.
Once everything is settled, you might want to read this link for guidance: Reconcile an account in QuickBooks Online. This provides detailed instructions on matching your accounts seamlessly
In case you have other clarifications about bank rules, you can always tag me in your reply. I'll be more than happy to help you. Keep safe and have a good one!
