Employees and payroll
I appreciate you chiming in the thread with your concern, @Cameron2345. I understand the importance of having this feature work as intended. I'm here to add some details about this one.
Let's ensure to enable the Automatically confirm transactions this rule applies option when creating the bank rule. That way, you don't need to click confirm every transaction you want to add rules.
To verify, we can follow the steps below:
- Go to the Banking menu on the left pane.
- Click Rules.
- Locate the rule you want to check, and click the Edit dropdown under the Action column.
- Scroll down to the bottom of the Edit rule window and see if the Automatically confirm transactions this rule applies option is enabled.
- Then select Save to confirm changes.
I've added a screenshot below for visual reference:
You may refer to this article for more details: Set up bank rules to categorize online banking transactions in QuickBooks Online.
However, once verified and still getting the same concern, I'd suggest reaching out to our QuickBooks Online Support Team. They have the tools to securely check on your account and investigate further on this issue. You may also request a screen-sharing session to guide you with the process and also check on your rules set up.
I've also added the following articles for future purposes:
Please tap the Reply button if you need further assistance, especially with your bank rules or transactions in QuickBooks Online. Take care, and Happy New Year in Advance!
