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Banking
Hi Ryan and Maria,
Not good news. The rules still don't work. I actually deleted all of my rules, cleared the cache and reentered them. I got a different rule for each client. Some the same as you suggested Ryan. When this months live bank feed data came in a few days ago it was a perfect live test. Nothing.
QBO would not find any sort of match--not even wrong one. It just returned the same name to in the match field for all my clients ACH bank feed. When I click on Find More Matches which brings up a dropdown menu list of other potential client matches none of them remotely come close to matching the feed to a client.
Again here is my bank feed data:
Mar 4, 2020 Online ACH Debit [removed] From Smith 1162 ( #####123) ACH Collection $25.00
Seriously, there is a bug in the software. It would so nice if you both could use your influence and get in touch with the actual software engineering team and alert them. I would be happy to work with them and be a beta tester.