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dfbb
Jun 3, 2024 12:23 AM UTC
Question

I am cannot move a rule using the priority dots.

Clicking and dragging the rule using the dot matrix is not working. Is there some process I am missing?

3 replies

IntuitSheila
Level 4
Jun 3, 2024 1:30 AM UTC

Hi dfbb,

 

Thank you for posting in the Community!

 

I replicated your concern about moving the priority dots in the bank rules and was able to re-arrange them in my test file. 

 

To isolate the situation encountered, let's perform some basic troubleshooting steps to isolate the situation encountered in your QuickBooks Online account. To start with, use a new incognito window or a different supported browser. Using an incognito window does not store any data file.

 

Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

Then, log in to your QBO file and access your bank rules and re-arrange them through drag and drop option. Wait for a few seconds before making any action. If it worked out using incognito window, let's clear cache and cookies on your browser. 

 

If the problem persists, let's use a different supported browser or a different device. 

 

Drop by again in the Community if you have further concerns. I am around to help you. 

 

 

dfbbAuthor
Jun 3, 2024 2:29 AM UTC

Many thanks IntuitSheila, appreciate your prompt response.

I logged into my account using Edge (rather than Firefox), still had the same problem.

I have overcome my dilemma by copying the rule, modifying it's name slightly and saving. It moved to the end of my rules which is what I was trying to do. Then I deleted the original rule, and renamed the rule back to it's original.

Thanks again, Cheers Murray

IntuitSheila
Level 4
Jun 3, 2024 5:07 AM UTC

Hi Murray,

 

It's good to hear you were able to copy the rule and create a new one. If you are still experiencing the issue with unable to move the rule using the priority dots. I recommend contacting our Customer Care Team. That way, they can further check your account in a secure form and can escalate it with our engineers. 

 

  1. In your QuickBooks Online, click the Help menu in the upper-right corner.
  2. On the Search tab, click an article and select Contact us at the bottom. Then, enter the details of your concern.
  3. Choose how you would like to connect with them: either via Callback or Chat.

 

Please check this article for our support hours: Get help with QuickBooks products and services.

 

Post again in the Community if you have further questions. I am around to help you. 

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