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allan8
August 11, 2019
Question

Importing bank data is a problem as the auto rules are being applied when they should not .. I don't see a way to turn this off! Can it be disabled? Causing a ton of work

No text available

11 replies

RenjolynC
RenjolynC
Level 9
August 11, 2019

We do have a way that can help you turn off the bank rules, allan8.

 

Here's how:

  1. On the left panel, click Banking.
  2. From the Banking page, click the Rules tab.
  3. Find the rule name and click the Edit link under the Action column.
  4. Scroll down at the bottom and turn off the Apply rule option. This will temporarily disable the rule.
  5. Click Save.

Please see this sample screenshot for your reference:

 

I'll be around if there's anything else you need help with QuickBooks Online Banking. Have a great day!

shortib
September 30, 2020

We have this problem where we cannot turn off the Auto Add button.

 

It doesn't let us save it with the Auto Add button turned off. Instead we disconnected the bank, because it was adding items that were already on the register and reconciled (zombie transactions). If we turn the bank back on we will have to delete the zombie transactions for the 5th time. 

 

So we have an issue that needs to be resolved with QBO so when the bank has been removed from the bank feeds we can still edit the bank rules. So when we turn it back on we don't have hundreds of auto-added bank rules to delete from prior years.

PatriciaT
PatriciaT
September 30, 2020

Hi shortib,

 

Thanks for joining us here. Making sure your books are kept accurate is important. If you're unable to save a turn-off setting for your rules after following the necessary steps shared above as the initial response to this thread, it could be due to a browser issue. Temporary internet files that accumulate in your browser can sometimes cause bugs in the software. To ensure your app or browser is running the program as designed, I recommend following the troubleshooting steps in this article: Clear cache and cookies to fix issues when using QuickBooks Online

 

If the issue persists, please reach out to our tech support team for us to investigate this further. Here's how to get in touch.

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. 
Social Media: Facebook, Twitter, and Instagram 

 

You can also check the Get help with QuickBooks products and services article for the support hours.

 

Have a great day!

allan8Author
August 11, 2019

Thanks so much for your response ... perhaps my question was a bit confusing. It is actually NOT a rule but an automatic assignment of Vendor and Account based on the imported transaction. So when I go into the review tab and edit the first transaction with the description "E-transfer - Direct payment" (or whatever the bank assigns to the transaction) it automatically assigns the Vendor and Account to every transaction with that description. 

I have over 1000 transactions imported ... this causes a huge issue! 

1. There does not seem to be a way to turn off this behavior, as there is no "Rule" per se.

2. There is no way to edit the "bank assigned generic description" even after accepting the transaction

3. When making the first edit (In Review Tab) there is no way to indicate ... "Please don't apply this to all the transactions". There should be a NO button on this screen, so that the edit only applies to the one transaction!  

 

There was insufficient room in the first post to explain properly ... hope this now makes more sense. 

 

I really hope that I am missing something, and this can be accomplished, otherwise, I may not be able to continue

 

Even after accepting the transaction, if I edit it in the Banking Screen, the other transactions, still in review change ... this can not be intended behavior! 

 

Allan

 

MaryLandT
MaryLandT
Level 10
August 11, 2019

Hello, @allan8,

 

I appreciate you for sharing the complete scenario on how you want to disable the auto-applied rules on your banking feeds.

 

QuickBooks Online automatically downloads transaction details from the bank into the system. The following bank details are turned on by default on your settings:

  • Copy bank detail to Memo
  • Show bank detail
  • Remember category selection
  • Show suggested rules

These could be the reason why the vendor and account were auto-assigned on the downloaded transactions. You can turn off these settings to clear the information from the items.

 

Here's how:

  1. On your Banking page, go to the For Review tab.
  2. Click Settings ⚙️ above the Action column.
  3. Clear the appropriate checkboxes under Transaction details.

To learn more about automatic memorizing and categorizing downloaded items, check this out: How to Set and Use Banking Rules for downloaded Transactions. This article will help you create, set QuickBooks to automatically add transaction to your books, recognize bank statements, and import bank rules.

 

Let me know if you have follow-up questions and I'll get back to you.

    SSC81
    December 11, 2019

    Thanks so much for this explanation. I was also being haunted by this. Not with all my clients just a couple in particular. It would automatically assign names to cheques and was very confusing. Thanks again.

      allan8Author
      August 11, 2019

      Thank you so much ... thought that was just for the display on screen ... seems to have resolved my issue ... thanks, again!

       

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