I'm here to help you sort this out, asmjeremy.
Sometimes local internet cache files stored in the system can cause unexpected behavior in the product. This can be the reason why the auto-add option on your bank rules doesn't apply. Let me share with you some basic troubleshooting steps that will help you fix it.
First, access your account in a private window. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys:
- Press Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox).
- Control + Option + P (Safari).
If the auto-add in feature in the bank rules works, then they go back to your regular browser and clear its cache. You can also use another supported browser to check if this option is working. This might be a temporary issue with QuickBooks and the current browser that you use.
If the issue persists, I recommend contacting our QuickBooks Online Support Team to further investigate your concern and to get this fix. Here's how:
- Click the Help (?) icon at the top.
- Type Talk to a human.
- Enter your issue or question on the What can we help you with box.
- Choose I still need a human.
- Select the Start messaging option.
Moreover, I've included an article that'll help you personalize your financial reports in QuickBooks. This way, you'll be able to filter the details you'd like to see: Create custom reports in QuickBooks Online.
Don't hesitate to post a reply if your additional question about managing rules in QuickBooks. I'll get back to you as soon as I can. Keep safe.
