Solved

Bank rules broken! The description does not pick up the FULL Bank feed description

5 replies
26 views

For the life of me, I don't know why I am experienced this issue on QBO and no one else is.

On ALL of my bank feeds, when I create a rule the "Description" box does not pick up the FULL description from the bank transaction in the bank feed (or bank import).

See below the actual bank description on the feed is "NUMBER 41 LONDON"

However, all the Rule can see is "NUMBER"

This means that the rule will not be accurate and pick up other transactions with the word "NUMBER" in it.

Sometimes the rule actually has an incorrect charater included in it too!

The answer isn't to adjust the rule description manually, so in this example say, add "41 LONDON" because the rules cannot actually "see" those characters in the feed, as if they are short sighted and can only partially see the actual description in the feed.

Surely I am not going mad and am not the only one who cannot use rules on QBO?

QuickBooks Online

Adrian_AAnswer

Level 8

No Liera Marie I didn't say this was a case of "Bank rules affecting transactions that don't match them"

I have tried clearing the cache and going incognito etc. and I have spoken to Customer Care too thanks.

I appreciate you for running the troubleshooting steps to isolate the issue, JasonGrant.

I've read the thread, and I can see that you're having difficulty adding the entire description on the Banking page.

I've got your back to achieve this task. You can add the complete description by ticking the Add this memo to all matching transactions box.

When you're ready to match your bank and credit card statements, you can check this article as your guide: Reconcile accounts.

You can always find me in the Community if you need help with account reconciliation.

E

EmmaM

Level 10

Hello Jason, Thank you for the comprehensive screenshots and questions about the specifics of the search on banking rules. Can we ask if you change the contains on the drop-down to is exactly do you get the same problem with it not finding NUMBER 41 LONDON?

J

Jason_GrantAuthor

Thanks Emma for getting back quickly.

No, unfortunately, nothing changes if I swtich from "contains" to say "is exactly" on the second of the 3 boxes.

Nor if I switch the first box from "Description" to "Bank Text".

What is odd, is that the full description/ bank narrative appears in the Memo box att the bottom!