QBs Online Advanced user here.
We have had this problem since we started using the platform 13months ago.
Bank rules do not work. They do not "auto-add" .
We have to manually run the rule for it to work.
we even use the "test rule" feature. It then correctly processes the rule(s).
terrible support as always from QBs.
People have raised the issue countless times and QBs doesn't care. The people from QBs who respond in these threads are equivalent to bots. They do not escalate anything to people who resolve software issues. There's never real closure to anything here. It's just users raising problems and cahtbots closing threads.
good luck. 2023.
