Good day, @userlocktris.
Thanks for getting back to us. Allow me to join in this conversation and share with you some info about banking rules.
Once you download transactions from your bank, you can use bank rules to speed up your review process. This way, QuickBooks will automatically apply your rules to transactions in the For Review tab. The more the program uses your bank rules, the better it gets at categorising.
For more details, you can check out this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.
Additionally, you've mentioned that all of your invoices are automatically marked as paid even some of them aren't sent yet. This can be due to too much cache accumulated in your web browser. To clear this out, let's run some basic troubleshooting steps.
First, use a private browser to access your account in QuickBooks. It is also known as InPrivate in Internet Explorer and Incognito mode in Google Chrome. This browser mode doesn't record the browsing activity on your local device. Here's how:
- Press Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox).
- Control + Option + P (Safari).
If the status of your invoices is now fixed, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative option. This might be a temporary issue with QuickBooks and the current browser that you use.
I've also added some resources that you can use to help manage your online banking transactions in the program:
Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.
