Once you establish an auto-add rule, Adrian, any corresponding transactions in the For Review tab will automatically process. These rules are activated when you log in, upload a file, or modify an existing rule. Let me provide further information on this below.
If your downloaded transactions meet the requirements or the rules you've set up, they should be categorized automatically. However, if it doesn't automatically categorize, please recreate a new rule and see if it works perfectly.
If the problem persists, let us troubleshoot your browser by accessing your account in a private or incognito window. Such errors are caused by accumulated cache.
To save you time, please use either of these shortcut keys:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
After completing the steps, review the transactions to see if it is categorised automatically. If everything works fine, clear your cache so the system can start fresh. If the problem remains, please use another supported browser.
Moreover, I will provide these guidelines for your reference to assist with your future tasks:
As always, our Community Forum is always available if you have more questions or concerns about managing your bank rules in QuickBooks. You can visit this post or click the Reply button below, and I will be here to lend a helping hand.
