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carlatprice
Level 1

How to save Rules when the save button is missing.

 
4 Comments 4
ShiellaGraceA
QuickBooks Team

How to save Rules when the save button is missing.

Hello carlatprice,

 

Welcome to Community and thanks for letting us know about this.

 

Let's access your account via an incognito window to see if its browser related or not. Let me walk you through the steps.

  • CTRL+SHIFT+for Chrome.
  • CTRL+SHIFT+for IE and Mozilla.

After that, open your QBO and create rules again. Check if the save button is there.

 

Clear the cache of your regular browser if it's working fine. This process deletes the store data of your browser and speeds up your browser performance.

 

You can also check our blog about setting up bank rules and other related articles for details.

 

I'm always here if you have questions. Don't hesitate to reach out anytime. Take care.

tinybears
Level 1

How to save Rules when the save button is missing.

I can't save rules or edit them either. after I fill in what I want, the save button stays greyed out so it's impossible to save them. 

tinybears
Level 1

How to save Rules when the save button is missing.

I can't save rules to my QB online account. after I fill in the information the save button stays greyed out and won't let me save. What should I do?

MJoy_D
Moderator

How to save Rules when the save button is missing.

Hello, @tinybears.

 

If you've already tried clearing your browser's cache based on the steps provided by ShiellaGraceA and still encountering an error when trying save the bank rule or edit them. Then I suggest reaching out to our Customer Support team.

 

They can further check on your account in a secure environment and verify why you're having this error and help you resolve it.

 

You can do it by going to the Help icon at the top right of your QuickBooks Online (QBO) account. Follow the steps below: 

  1. Go to the Help icon to connect to a live support agent. 
  2. Click on the Contact Us button and provide some details about this concern.
  3. After adding some insight, click on the Let's talk button. 
  4. Lastly, select the Get a callback button to arrange a call from them.

See this article for detailed guidance: Contact the QuickBooks Online Customer Support team.

 

I'm always here to provide help and answer any questions that you may have. Have a great rest of the day!

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