Auto Rules Disappear in Advanced Mode on Desktop 2021

I can share some information on how bank feeds and rules work in QuickBooks Desktop (QBDT),@EncounterAtFarad point.

All the bank rules created will be left in Express Mode once you switched to Advanced. As a workaround, you can re-create them while you're in the Advanced settings.
 

Here are some outlined steps on how to recreate the rules: Use renaming rules for Bank Feeds. It provides more details on how to edit and add transactions with renaming control.

Please check the following article about how you can get the most out of the user experience with QuickBooks Desktop 2021: QuickBooks Desktop 2021: Improved productivity. This will provide you with new features and how you can use them to benefit your business.

I'd suggest visiting the What's New section on your QuickBooks Desktop, to stay informed with our latest news and updates including product improvements.

Additionally, I recommend visiting this link: Resource Hub. This will provide you with resources and videos about managing your QuickBooks Desktop account, income, expenses, inventory, and running reports.

I'm always here to help if you have any other banking concerns or anything in QuickBooks. I'll make sure to get back to you as quickly as I can. Have a good one.

Hi @DebSheenD ,

Thank you for the answer. However, re-creating hundreds of rules by hand isn't realistic. Why can't QB just copy them over automatically? The rule structure under "Express" and "Advanced" is basically the same.

Also, you didn't answer my question about automatically creating rules moving forward. With "Express" mode it would automatically create a rule when I selected a vendor and account for a transaction. Can "Advanced" also do this? It's not doing it for me now.

Hi there, EncounterAtFarpoint. 

Let me share some insight between Express mode and Advance mode. 

Yes, In Express mode, It will automatically create a rule when you select or match the transactions. 

However, In Advance mode, you'll need to create rules to automatically recognize and match transactions. You can read this reference for additional information about renaming rules in QuickBooks. It also provides instructions to modify and add transactions with renaming rules. 

We understand that each business has unique needs, and each version of QuickBooks has unique features. With that said, I recommend sending feedback directly to our dedicated team to help make changes to QuickBooks's capability. Your suggestions and ideas will help us stay in tune with what our customers need, want, and expect.  

Here's how to get your feedback submitted: 

1. Go to the Help menu and select Send Feedback Online.
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You can also visit our Help articles page for reference to find some helpful topics and discussions on managing your QuickBooks Desktop.

You're always welcome to post your reply if you have further questions or concerns. We're here to back you up.

Why would you introduce a new feature that removes the most useful aspect of the previous feature, and then call it "advanced". There is nothing "advanced" about it. It is a step backward.

Not only do I have to re-create all of my rules manually, this "advanced" mode is unable to automatically create rules so I'll always have to do it manually in the future as well.

Your "advanced" mode is going to waste hours of my time. But it's the only way to access the "Bank Memo" within rules, since the "Express" mode doesn't allow you to create rules based on the "Bank Memo".

So, when will this be fixed? You clearly left out a huge feature.

I am in the same boat with years and years of bank transaction rules in express mode and now being forced into the advanced mode due to the inability to create a bank transaction rule using the bank memo AND of course now there is no ability to "auto create a rule" and hundreds of banking rules not being automatically updated into the new "Advanced" banking mode!!

Advanced banking mode should have the same options to automatically create a rule AND quickbooks should have programed to update the banking rules we have all already created in the Express Mode to have been available in the new Advanced Mode.  This is a terrible waste of valuable time for long time customers of quickbooks and quickbooks should be looking into finding a resolution to this really BIG issue !!!