- -this note is intended for QB Software Engineer Support--
Our company charges a flat monthly fee and many customers have allowed us to set up and ACH autopay. Which means each month our bank automatically withdraws from their bank and deposits into our bank.
I have set up Banking Rules for each client intending to match this ACH Collection to their open invoice. However, none of the rules have worked and QBO only returns a random client name for all of the ACH debits. Each month (billing cycle) I modify the conditions hoping to find a solution to no avail. I have called QB support and they have let me know many other people are having the same difficulty. My Banking Rules for utilities work just fine. Money out vs. Money in?
I have opened a case with QB in April 2019 Case # 53xxxx173. I have had no contact from QB and have tried calling back many times with zero progress.
I very much hope someone can respond to my case or let me know if this is being worked on. I am happy to provide full case number and examples of rules if you cannot access my account.
Hello there, @Arrow98.
I'd like to ensure that your concern get's addressed. While the Community can provide answers and troubleshooting solutions to certain questions, there are things that only our phone support can do to resolve the problem.
Since your bank rule is still not working, I highly recommend giving our Customer Care Team a call again. They'll be able to do further investigation about this behavior and can open a investigation ticket if necessary.
To give you more details about Bank Rules, please check out this link: Bank Rules in QBO.
Let me know if you have any other questions. I'll be around to help. Take care.
Have you had any success with this? My bank rules haven't been working for a few weeks now. I have been back and forth with support, them prematurely closing my cases because they can't solve the issue. I have followed all instructions by support from deleting the rules and re-adding, changing the bank accounts to all bank accounts, changing the conditions from all to any, selecting and de-selecting auto-add, clearing my cache, the list goes on. They are rules that have worked in the past (since I started 12 months ago) but all of a sudden have stopped working. It's happening across all my files with all different banking institutions. If I create new rules with different conditions, they seem to work okay. But I can't for the life of me work out why the rest won't work.
This is not the kind of service we want you to experience in QuickBooks. I appreciate all the troubleshooting steps you've performed. However, I've conduct research and verify with the engineering team, we haven't received any similar issues reported in QuickBooks Online.
I suggest reaching out again to our customer service team. They'll be able to initiate a screen sharing session to take a closer look to moreover isolate this issue and to gather your information to create a new INV and send this data to our engineering team for further investigation.
To contact our support, here's how:
Take note to make sure you can get connected to our support team on time. You can reach them every Monday to Friday from 6: 00 AM PST to 6:00 PM PST. Then, until 3:00 PM PST every Saturday.
If there’s anything else I can help you with, leave a comment below. I’ll be right here to assist you further. Enjoy the rest of your day!
I just had some success getting some of the rules to work. I deleted all symbols from the description - no ellipses, no colons, no hash tags (number signs) - only words and it is working for at least some of the rules now.
Wow, my first attempt to post went haywire and didn't post. Let's see if this will work...
I'm using QBO, several different subscription levels. I've having the same issues on multiple clients and different banking institutions. It has been particularly problematic for the last couple of weeks and seems to be on the increase! What's up?? I don't not think this is a specific client/institution/subscription level problem!?
I was glad to see comments here and frustrated to read the frustrated unresolved descriptions of the same problems I'm experiencing. I don't want to reach out to support and spend time as described herein without much results. As others have described, previously working rules are not long working. There must be a universal solution to the problems we're experiencing (when it is discovered by support) that can be posted here or an update/fix to QBO that can improve things?
Thank you for reaching out to us, DKC.
I'll be glad to help you with your Bank feeds concern.
This isn't the kind of experience I want you to have. I recommend performing this workaround to resolve the issue. You'll need to remove the bank rule in QuickBooks Online.
To delete the bank rules.
You can also check on this article: Set up bank rules to categorize online banking transactions in QuickBooks Online for more information about Banking Rules.
We're always here in the Community to help if you have other questions related to Bank Feeds and Bank Rules in QuickBooks. Stay safe!
@SabrinaS91: I've had zero success with getting my case resolved. I too have spent hours with Customer service by phone and the QB employees here. They are all trying but the issue is not knowing how to enter a rule, rather the technical bug that is not being addresses. Not worth the time on the phone.
They have been tweeking something in the bank feeds as my feeds reflect different data displayed while my rules have not changed. No responses to my case, nor any improvement in the ACH deposits. Frustrating that they absolutely have no contact or follow up on an open case. Too bad actually as we are trying to help them improve their product.
Hi there, @newbie102.
I'm here to help get your bank feeds to work.
It's possible that the rules applied in each conditions field are inaccurate. You'll want to check your bank rules' conditions to make it work. You can read this article for more guidance: Set up bank rules to categorize online banking transactions in QuickBooks Online.
However, if the conditions are accurate, I highly suggest reaching out to our QuickBooks Support Team. This way, they can further investigate this matter and provide additional troubleshooting steps to get this fixed. They can also create an investigation ticket if other users are experiencing the same.
Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.
I use Chrome, all I did was clear my History/ Cache. This worked for me, I hope for some of you as well.
In Chrome, Hit the ellipse's (...) History > History > Clear Browsing Data
WARNING - Only do the Basic, Stay away form the Advanced tab, or you may lose stored passwords and such.
Hello, TheBarkingLlama Bookkeeping.
Thank you for joining the thread. Have you tried clearing the cache or use other supported browser? The private window will not save any history making it a good place to identify browser problems. To start incognito mode, use these keyboard shortcuts:
If the alert isn't showing when in Incognito mode, clear the browser's cache. This will help delete the history of the browser, so you can start in a clean slate. Otherwise, you can try using other supported browsers to be through.
Otherwise, If the error persists, I highly recommend getting in touch with our Support Team again. They can check whether there is an ongoing issue or your account is on security hold.
I'll be adding again the steps to contact us to help other users like you. Here's the process:
Once connected, a live agent can look into your account securely and review it
When everything is in place, you may also check out the topics from this link for more tips about banking rules while working with QuickBooks: Bank Rules in QBO.
If you need additional assistance with your QuickBooks, please feel free to notify me by adding a comment below. I'm more than happy to help. Keep safe!
No luck whatsoever with banking rules since 2018. We have a large group of clients on auto pay. Same amount billed and collected by our bank from their bank using the ACH wire transfer. QBO brings in the transaction but we have to manually match it to the correct client. This would be a perfect application for a banking rule.
I have tried every combination from very specific to general to get a rule to match transaction to specific client. Mind you, the bank feed returns client names and account number. You would think this would be pretty straightforward to match from QB customers and outstanding bill.
Alas, but no. While these folks on this site and the phone support try to help the problem is they seem to have no way to get to the actual software engineers. I have learned they have many similar complaints regarding the banking rules not working.
It would be a bit more palatable if when a case is opened there is actual communication to its status and if there is any possibility of getting an issue resolved.
Good Luck!! Please post if you get anything to work.
No luck whatsoever since 2018 ! We have a large group of clients that get a monthly bill and autopay with an ACH wiretransfer allowing our bank to withdraw funds from client bank. QBO bank feed will bring in all of those transactions including client name and account number.
However, QB banking rules will not find and match our customer data to the bank data so we have to manually search and 'add' their payment. This is perfect application for a banking rule. We have tried very specific rules to very general rules ( like find the letter 'A') Nothing.
While the folks on this site as well as the phone people, the issue is not one of learning QB, but it is an software issue with QB. And for some reason when you open a case it never seems to rise up the corporate ladder and into the actual software engineering department for them to take a look at.
It would be a bit more palatable if there was some follow up when a case is opened as it its status. Please post if you get anything working.
The problem is the presence of special characters such as colon ":" and probably other stuff...
When you setup the content that you want, try to encircle it with comas ""
You want to search for : John Doe in Payment N°XXX : Mr John Doe - 22/07/21
Don't search for : John Doe
Search for : "John Doe"
It worked for me
You might want to see if the case is still open. Jean Paul just closed my case without solving problem. If I was you, I would check to see if the case is still open and being worked on. The QB support is not much help, and if they tell you that someone is gonna call you, don’t hold your breath waiting… Good Luck
Jean Paul a supervisor in Payment Dept, closed my case before solving it. I can not understand how people can do that. Is their pay dependent on closing open cases. Where is the quality support people???? I have wasted days trying to get a error on Quick Books side resolved. I feel your pain. I have almost every online chat I have had. If anyone at Quick Books would like to see them to help representatives be trained on what not to do. Please let me know.
No it's as simple as misreading special characters. There are key words in the bank description or narrative that QBO is leaving out and is blind to. For example, if the bank description is
"Johns repairs Dec inv"
I'm finding that QBO will have in the description in the rule just "Dec inv". What happened to "Johns repairs" I have no idea.
I can't then simply add "Johns repairs" to the rule (and actually remove "Dec inv" which is the part I don't want), because QBO CANNOT EVEN SEE "Johns repairs".
Am I am going insane or is this case of the Emperors Clothes and the vast majority of users just assume that QBO can't create bank rules???
You can create bank rules in QuickBooks Online. Let me help you.
First, please know that the bank rule is designed to easily categorize the downloaded transactions. We're unable to use it to add a description but you can use the Memo field in the bank rule to add more details. Check this article on how to set it up: Set up bank rules to categorize online banking transactions in QuickBooks Online.
Also, you'll be the one to add conditions to the bank rules. When you select Description in setting up conditions, you'll need to enter keywords in the Enter text field which you think will be or not be the description on these transactions. These will be one of the bases how Quickbooks Online applies the rules.
In addition, the details showing when the transactions were downloaded are dependent on what the bank provided and this includes the description. If the bank continuously missed the other part of the description, you'll want to manually upload transactions into QuickBooks Online instead.
I added a link you can check: Categorize and match online bank transactions in QuickBooks Online. This will explain more about what to do with the downloaded bank entries.
Leave a comment again here if you need more assistance with the bank rules. Take care!