Bank rule and sales receipt as the transaction type

Hi there, @Melaku.

Setting up bank rules for sales receipts in QuickBooks Online UK is available for bank accounts. This feature is currently unavailable with credit cards, and the system automatically disables any credit card selections when choosing this transaction type.

However, if you're working with bank accounts, and still not getting the option to select Sales Receipt for money in rules, open an Incognito browser. In this mode, your browser doesn't involve saving cookies and browsing history, making it a great place to identify browser issues.

Here are some keyboard shortcuts for your browser: 

• Press Ctrl + Shift + N for Chrome.
• Hit Ctrl + Shift + P for Internet Explorer or Mozilla Firefox.
• Hold down Command + Shift + N for Safari.

If the sales receipt option appears when using the incognito or private browser, clear your browser's cache as it could get corrupted and could cause issues running QuickBooks. 

For additional reference on how to set and use banking rules, as well as how to categorise and accept the downloaded transactions, I recommend to check the following links: 

• Online banking rules

• Add and match downloaded bank transactions

If you have further questions, please drop a comment below and I'll be happy to help. Have a great weekend. 

Thank you for your quick reply. I have seen this reply on other post. I have used incognito, cleared my browser, used different laptop, desktop and IOS, the sales receipt option simple has disappeared from both FOR REVIEW and BANK RULE windows.  The below “Add and Match” link you have attached shows the option of SALES RECEIPT transaction type.  Just forward it at time line 0:57.

https://youtu.be/WWSJVSzedSI

Thanks for the quick response, Melaku.

The sales receipts can't be associated with accounts or categories. However, they can be associated by items.

That being said, a sales receipt  won't be recognize by the system when using bank rules.

I've got this article about categorising downloaded transactions for your reference.

Please know that I'm always here if you have other questions. Cheers.

Hello there, @Melaku.

I understand how the workflow with using bank rules is beneficial to your business. Right now, this feature is still unavailable.

We take our customers suggestions as a guide on which area of the product we should improve. I’ll send feedback on your behalf about this feature for consideration in future updates.

Please know your voice is important to us, and we take customer’s suggestion as an opportunity to guide us on which area of the product we need to improve on.

To keep you updated about the latest features being rolled out, I recommend you visit the QuickBooks Blog page.

Let me know if you have further questions or other concerns. Please know the Community has your back. I’ll be right here to assist further.