I appreciate your prompt reply and for the clarification, @info1447.
Bank rules help you automatically categorize transactions when downloading them from your bank. Since it's causing issues with your account, I recommend reaching out to our Support team.
They have the necessary tools to securely check your account and investigate the cause of this. Here’s how to reach out to them:
- Go to the (?) Help icon.
- Choose the Talk to a human option (type it again if prompted).
- Select I still need a human.
- Click the Contact us.
- Enter a brief discussion of your concern and continue with Let's talk.
- Choose either Get a callback or Send a message (if you prefer to chat).
You can also refer to this link for more details: QuickBooks Online Support. Ensure to review their support hours to know when agents are available.
When everything is in place, you can now categorize those transactions to the right account. Once done, you’re ready to reconcile your accounts anytime.
Let me know if you have other concerns or questions about bank rules or with QuickBooks. I’ll be around to back you up. Keep safe and stay healthy.
