Auto Rules with imported Transactions - can't add Class

Good day, @cvillepinball.

Thanks for sharing a screenshot and the complete details of your concern. I'm here to share some information about the imported bank transactions in QuickBooks Desktop (QBDT).

When a transaction has an Auto status in the Bank Feeds Center, this means that you have existing transactions that were matched with the imported ones automatically. Currently, the option to edit or add more details to these transactions is unavailable.

In the meantime, you may continue marking them as Not a match. Then, add them again to assign classes as a workaround.

In case you need it, I'll add these articles that tackle managing bank feeds and rules in QBDT:

• Add and match Bank Feed transactions in QuickBooks Desktop.
• Use renaming rules for Bank Feeds.

For tips and other resources, you may check our website for future reference: Self-help articles.

Please click the Reply button if you need more help with managing your bank feeds or any QuickBooks-related concerns. Take care and have a productive day.

This makes no sense. There are no transactions that match the existing ones that are marked as auto in the import list. There are just tons of transactions that are marked as auto for no reason.

I don't know if my first reply made it through. This makes no sense as there are many transactions listed as auto in the import list but no transactions in an account in the list of accounts.

Furthermore, when I click "not a match" on some of them, I get "Error: QB match not found"

Is there no way to indicate "not a match" on a batch of transactions? Must I sit here and have to click twice on every single transaction that is incorrect?

Thanks for coming back, cvillepinball.

As FritzF mentioned, the option to edit or add more details to the transactions for Auto status in the Bank Feeds Center is unavailable. What we can do to match transactions with the existing ones is to delete and recreate the bank rules in QuickBooks. Here's how: 

1. From the Banking menu, select Bank Feeds and click Bank Feeds Center.
2. Select Rules in the Bank Feeds window.
3. In the Rules List window, highlight the renaming rule you need to check.
4. From the Action column, select the drop-down and choose:

• • Edit Rule: If you need to change the details of the rule. Make the appropriate changes then click Save.
  • Delete Rule: If you need to remove the rule. Click Yes when prompted to confirm if you want to delete the selected rule.

1. Once done, click Save.

Then, recreate the bank rules for Bank Feeds again. How your bank transactions show in the Bank Feeds Center depends on how your bank categorized them when transferred into QuickBooks. Additionally, I've also included this article for the troubleshooting steps on how to fix some of the OL and OLSU Bank Feeds errors in QuickBooks Desktop.

If the same thing happens, you may continue marking them as Not a match and add them again to assign classes. Once done, please contact our Technical Support Team to help you with this issue. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

Feel free to seek self-help articles on our Banking page for more insights about managing your bank feeds and reconciling accounts.

Drop a comment below if you have follow-up questions or concerns about reconciling your bank accounts in QuickBooks. I'm more than happy to assist you. you have a good one.