Arrow98
Level 3

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.