why has rules in bank transactions stopped working

Hi Craigsas,

Thanks for posting in the Community!

There was a reported incident a few months ago with bank rules not working when there is a Payee assigned to the rule. But it has been resolved already. To isolate the situation encountered, let's use the steps below to rectify the situation.

1. Click on the Transactions tab and select Bank transactions.
2. Click on Rules.
3. Locate and edit the rule, and see if Auto add is turned on.
4. Edit the rule by changing the name and remove also the payee name.
5. Click on Save.

Once done, let's refresh the page and then verify under For review tab to see if the rule has recognized downloaded transactions.

If the issue persists, I recommend contacting our Customer Care Team. That way, they can escalate the issue to our engineers for a fix.

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

I have 73 rules and none work.

If I change the description to be just a few characters it works.

They all stopped the same day

I appreciate your efforts in performing the suggested resolution, craig. Let me point you in the right direction of support to assist you with your price rules concern. 

Since all your price rules stopped functioning on the same day, I recommend contacting our live support team for further assistance. They have the resources and expertise to conduct a screen-sharing session, allowing them to investigate this unusual behavior in a secure environment. 

Here's how: 

1. Go to Help (?).
2. Select either tab to get started.
   • Assistant: Get quick, personalised answers from the QB Assistant. Choose a suggested option, or type a question or topic you need help with. If you decide you need further help, you can click the option talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or hit Contact Us, enter a short description about what you're looking for, and select Continue.
3. Choose a way to connect either Start a chat or Call us.

You can also check out their support hours to determine availability.

Additionally, check out these resources to help you with maintaining accurate financial recording by making sure your bank and credit card statements match your QuickBooks accounts: 

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Please don't hesitate to drop a comment below if you have any other questions. The QuickBooks Community forum is here to assist you with all aspects of banking, categorizing, and managing your price rules in QuickBooks Online.