Attaching Invoices to Transactions with Rules

HaydenB · ‎March 03, 2021

Hi,

I'm very new to Quickbooks and still finding my feet a little. I have set up rules to automatically categorise certain transactions coming in from the associated bank account, however I'm finding that once the transaction has been automatically categorised I then can't attach the invoice to the transaction, instead I have to undo the transaction and move it back to the 'For Review' tab. Am I missing something as this seems very counter-productive, why bother creating the rules in the first place if I then have to re-categorise the transaction?

Thanks in advance!

John C · ‎March 04, 2021

Hi HaydenB The auto feature is used on the assumption that the transaction has been dealt with and will not need any further alterations and therefore the reason you're not able to attach the invoices. We appreciate that this may be causing you an inconvenience and will submit a product enhancement request to our developers for their consideration and we encourage you to leave feedback from within the account.

View solution in original post

Adrian_A · ‎March 04, 2021

I'm here to share some information about banking rules, HaydenB.

The banking rules are for auto-categorisation. That being said, we'll still have to review whether it is to be added or matched.

However, if you've turned on the Auto-add option, the system will automatically link the transaction to its invoice. From there, you can match the items.

Afterward, you're good to reconcile the transactions. I've added this reference as your guide: Reconcile an account in QuickBooks Online.

I'll be around if there's anything that I can help. Keep safe!

HaydenB · ‎March 04, 2021

Hi Adrian_A,

To give a little more context... I am the treasurer for a local charity and I will only ever add transactions from the linked bank account rather that creating new transactions before they are added from the bank account, so the match feature does not work for my particular situation. As such, I attach invoices to transactions after they have been paid (unlike a business we do not have 30 days payment terms) as the invoices are emailed through to me after payment from whichever member of the charity has made the purchase. Is there a way to add invoices to a transaction once it has been auto-categorised by a rule?

Many thanks

John C · ‎March 04, 2021

Hi HaydenB The auto feature is used on the assumption that the transaction has been dealt with and will not need any further alterations and therefore the reason you're not able to attach the invoices. We appreciate that this may be causing you an inconvenience and will submit a product enhancement request to our developers for their consideration and we encourage you to leave feedback from within the account.

HaydenB · ‎March 04, 2021

Hi John C,

Thank you for clearing that up for me I realise my situation is not a very common one...I will make do and manage.

Best wishes

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Attaching Invoices to Transactions with Rules