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userinfo14 · ‎July 22, 2021

Hi Community,

When our customers pay the invoices we've matched them to outstanding invoices and the outstanding invoice dissappeared from the invoices list. Now we added "auto add" rule to each customer so that these transactions gonna go to the right place under banking and hoping that we don't have to match thousands of transactions under banking manually. Issue we are having is that since we added the "auto add" rule we cannot match the transaction to the invoices anymore and we have tons of outstanding invoices even though our customers already paid them.

So to sum this up, transactions auto matched under banking so we don't have to do it manually but now all the invoices relevant to the auto matched transactions are outstanding... Any idea what I've done wrong?

Ethel_A · ‎July 22, 2021

Hello there, @userinfo14.

I'm happy to help you match the transactions correctly for you to have accurate amounts in your QuickBooks Online account.

Since you set up a rule to auto-add transactions, I'd recommend you check how the rules are set up. If they are correct and still not working properly, I'd suggest you delete the rule and recreate it. That way, it will refresh and clear your browser data.

I'd also want you to check on how to set up bank rules to categorize online banking transactions in QuickBooks Online for more tips and information.

You can always reach out to me if you need anything else in adding rules and matching transactions. I'm here for you. Have a good one.

View solution in original post

Ethel_A · ‎July 22, 2021

Hello there, @userinfo14.

I'm happy to help you match the transactions correctly for you to have accurate amounts in your QuickBooks Online account.

Since you set up a rule to auto-add transactions, I'd recommend you check how the rules are set up. If they are correct and still not working properly, I'd suggest you delete the rule and recreate it. That way, it will refresh and clear your browser data.

I'd also want you to check on how to set up bank rules to categorize online banking transactions in QuickBooks Online for more tips and information.

You can always reach out to me if you need anything else in adding rules and matching transactions. I'm here for you. Have a good one.

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