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DonBlue
Level 1

How can automatic matching of supplier payments be stopped

Can automatic bank payments matching be stopped
1 REPLY 1
RoseJillB
QuickBooks Team

How can automatic matching of supplier payments be stopped

Hi there, @DonBlue.

 

I can see that you're using bank rules causing your bank transaction to be auto-categorised in QuickBooks Online (QBO). This functionality automatically categorises and confirms transactions that meet the criteria set in a bank rule. Other than that, it speeds up the process of reviewing your entries to put them into the right account.

 

Moreover, if you prefer not to use this feature to manage your bank transactions, we can disable them by following the steps below:

 

  1. Go to the Gear icon, and select Rules.
  2. To disable the rule, click Edit.
  3. In the Actions dropdown next to the rule, you can choose Disable, or Delete the bank rule.

 

You can follow the same process and choose Enable if you reconsider turning on this in the future. On the other hand, I added this article for further guidelines about categorising entries and reconciling your bank. This is to keep your records accurate:

 

 

As your dedicated assistant, I am always ready to assist you in managing your transactions and provide you with expert guidance on any QuickBooks-related topics. Take care!

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