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Replying to:
ReymondO
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Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @m-feraga.

 

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.

 

You can also check out this article to know more about the Bank Rules feature in QuickBooks: How to categorize bank transactions using bank rules

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe. 

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