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ZackE
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Thankw for joining the Community, accounts-kindata. I appreciate your detailed information.

 

Sine the rules you've created still aren't working properly, I'd 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.

 

After recreating it, check if it's working. In the event it's still not functioning, you'll want to check each rule and look for any which may be causing a conflict. For example, some users have reported if two rules are set to look for "withdrawal" transactions, one (or both) of them won't work. The solution these customers have found to such a situation is to edit them and assure each rule is uniquely set up to not search for the same things.

 

If it's still not working, since you've already tried clearing cached data and Intuit-specific cookies, I'd recommend trying to switch to another browsing application.

 

Here's a list of supported browsers

 

  • Google Chrome - version 78 or newer
  • Mozilla Firefox - version 76 or newer
  • Microsoft Edge - version 75 or newer
  • Opera - version 68 or newer
  • Samsung - version 10 or newer
  • Safari - version 12 or newer

 

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

 

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

 

Here's our recommended operating systems and internet speeds:
 

  • Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
  • Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
  • Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
  • Internet connection - 1.5 Mbps to 3 Mbps or higher.

 

If you meet our system requirements, but are still noticing rules which aren't working correctly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:

 

  1. Use the Help (?) icon.


     
  2. Click Contact Us.


     
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.


     
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Wednesday!

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