Allow me to share some information about bank rules and guide you on what you'll have to do, gdequillacq.
Generally, QuickBooks will automatically apply the rules to transactions in the For Review tab once you have already created a rule. You'll want to make sure that you have reviewed the setup. Also, ensure that you've created targeted rules so specific transactions are automatically accepted into your books from the Banking page. You can edit it if necessary or even add a new auto-add transaction bank rule to double-check if it's automatically confirming transactions. To do this, follow the steps below.
- Follow the steps to create a new bank rule.
- Select Automatically confirm transactions this rule applies to on the Rules window.
- Click Save.
Please review this article again for the setup: Set Up Bank Rules to Categorize Online Banking Transactions in QuickBooks Online. After transactions are being added or categorized on the banking page, you can now start your reconciliation. For your guide, I've added this article for more information: How To Reconcile An Account in QuickBooks Online.
Post a comment below if there's anything else that needs about the bank rule. I'm always right here if you need further assistance.
