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Bank Feed

At this time Quickbooks only accepts the Class selection when accepting a bank feed transactions for the first time.  The Rule does not have a field for the Class, therefore, future bank feed transactions using a rule does not allow for the Class to be saved.  This is a much needed program change in order to utilize the bank feed option effectively.  Please advise if this will be coming out in an upcoming release.

1 Comment
QuickBooks Team

Re: Bank Feed

Hello there, JKO1.

 

Thank you for posting in the Community. I'm here to help provide information about adding a field for the Class selection in QuickBooks Desktop.

 

The option to automatically assign Classes through rules when downloading bank transactions is currently unavailable. I believe this would be a great add-on to our future program updates.

 

Since improvements we release for the QuickBooks product depends on the ideas/suggestions of users, I'd recommend sending feedback directly to our Product Developers Team.

 

You can send them feedback through these steps:

 

  1. Click the Help tab at the top menu bar.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.

The Community has your back, so don't hesitate to let me know if you have any additional questions.