Hi Barking:
No luck whatsoever with banking rules since 2018. We have a large group of clients on auto pay. Same amount billed and collected by our bank from their bank using the ACH wire transfer. QBO brings in the transaction but we have to manually match it to the correct client. This would be a perfect application for a banking rule.
I have tried every combination from very specific to general to get a rule to match transaction to specific client. Mind you, the bank feed returns client names and account number. You would think this would be pretty straightforward to match from QB customers and outstanding bill.
Alas, but no. While these folks on this site and the phone support try to help the problem is they seem to have no way to get to the actual software engineers. I have learned they have many similar complaints regarding the banking rules not working.
It would be a bit more palatable if when a case is opened there is actual communication to its status and if there is any possibility of getting an issue resolved.
Good Luck!! Please post if you get anything to work.
