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Alex M
QuickBooks Team

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Hi there ginotpetrocco1,

 

It's important that all your transactions be correctly entered so that all the account balances are accurate. QuickBooks Online allows you to create bank rules to help ease the process of entering your data into your books and save you time. I can provide some information about bank rules.

 

If your bank rules aren't correctly being applied on certain transactions, it may be that they aren't set up the same way as the other rules that are being properly applied in your account. I recommend comparing the settings of these rules to the ones that are being correctly applied to make sure that all the settings are similar.

 

Another important part of bank rules is the wording used in the rule. If your rules are based on descriptions of the transactions, the wording of the transaction needs to have the same capitalization and spelling as the transactions that need to be categorized. Also, make sure that the rule isn't too vague so that other unwanted transactions don't get categorized. 

 

If you have any other questions, feel free to reach out here.

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