BettyJaneB
QuickBooks Team

Employees and payroll

I appreciate the update that you gave, @colinvalenta.

 

Having your bank transactions to be automatically accepted into your books is my priority.

 

To help verify the reason why bank entries are not confirmed automatically, I'd recommend reaching out to our Customer Care Team. They have the necessary tools that can better investigate the root cause of this matter.

 

Here's how to contact them:

  1. Click on Help at the top menu bar.
  2. Select on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Select on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

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For now, you may consider editing and saving the rule or manually adding the transaction to get your work done.

 

I'm also including here some links that will give you more details about adding and categorizing your bank transactions manually in QBO:

You can always get back to me here if you need further help with bank transactions in QBO. Have a great day!