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t2lman2003
Level 1

Why isn't Quickbooks Online not automatically suggesting matches for banking transactions any longer?

Seems this has happened in the last week.
1 Comment 1
Trish_T
QuickBooks Team

Why isn't Quickbooks Online not automatically suggesting matches for banking transactions any longer?

Hi t2lman2003,

 

Thanks for reaching out to us here.  QuickBooks Online provides the option to set your preferences, so transactions are automatically categorized.  When this feature is no longer working, there are a couple of areas to review.  I would be happy to help!

 

I recommend reviewing your preferences in the Banking section of your books.  Here's how;

 

1. Open Transactions, then Bank transactions from the left menu

2. Select the tile for the account

3. Click on the small ⚙ above the Action column

4. Place a checkmark beside Enable suggested categorization

 

In addition, you can see if the option is also selected, if you've created a Bank rule, by following these steps;

 

1. Open Transactions, then Bank rules

2. Locate the rule and scroll down to Automatically confirm transactions this rule applies to 

3. Place a checkmark in the box to turn this on

4. Hit Save.

 

Should you experience the same result, please don't hesitate to contact us outside of Community.  It would be our pleasure to work with you in real-time, and ensure you're able to accomplish your banking goals as soon as possible!

 

Feel free to reach out again, if you have other questions. We would be glad to assist!

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