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Replying to:
GenmarieM
QuickBooks Team

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Welcome to the Community space, @Jrod11.

 

I'm here to provide some troubleshooting steps that can help you with your concern regarding rules not automatically adding to books in QuickBooks Online (QBO).

 

Since the rules you've created still aren't working properly, I recommend trying to delete and recreate one of them.

 

Here's how:

 

  1. In your left navigation bar, go to Banking, then Transactions.
  2. Access the Rules.
  3. Find one that isn't working and click its Drop-Down Arrow icon.
  4. Select Delete, then Yes.
  5. Recreate your rule.

 

If you are still experiencing the issue, I recommend contacting our Customer Support team for assistance. They have all the necessary tools to help you with your concerns. 

 

Here's how:

 

  1. Go to the Help icon to connect to a live support agent.
  2. Click on the Contact Us button and provide some details about this concern.
  3. Provide us with some information about your concern in the What can we help you with? box and click on Continue.

 

Moreover, I'm adding this helpful article as your reference in reconciling your account in QBO: Reconcile an account in QuickBooks Online.

 

Return to this post if you have other questions about bank rules in QuickBooks Online. I'll be here to lend a hand. 

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