Hello Carol,
I appreciate your quick response. Yes, turning off the Automatic Matching will also do the same with your customer invoices and others. In that way, the bank rules you created will take effect after turning it off. Then, you can create other bank rules for your customer invoices and other transactions to automatically categorize in QuickBooks Online.
You can only choose either to turn off the Automatic Matching or use QBO bank rules to categorize your bank feeds transactions.
After that, you can consider reconciling an account in QuickBooks Online to match your records between your bank and QBO.
Let me know if you have any other concerns that need to be addressed. I'm here to ensure your business needs are met.
