Banking Rules

Thanks for sharing your concern in QuickBooks Community, .

Let me offer some troubleshooting steps to address the error when using bank rules.

Sometimes, an accumulation of excessive cache in your browser can lead to unexpected issues with the product. This could be the reason behind the error message, even if you have met all the necessary conditions.

To isolate the problem, I recommend performing some troubleshooting steps. Start by opening your account in a private window. This will help us determine if the error is related to a browser issue and allow us to resolve it.

Here's how to access incognito mode:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox ).
• Control + Option + P (Safari).
   

If it works in incognito mode, you can improve the situation by clearing your browser's cache. This will remove temporarily stored files and free up space. Additionally, you may want to try using other supported, up-to-date browsers for a more comprehensive test.

Once everything is in order, you can refer to this guide in the future: Reconcile an account in QuickBooks Online. It contains instructions on ensuring that your bank and credit card statement balances always match your QuickBooks balance.

We are always available to help you with any other QuickBooks questions you may have. Have a wonderful day!

I have the same issue and unable to save a bank rule even though the amount is NOT negative and contains no special letter or symbols etc. I tried using different browsers, tried opening private window, no luck. It looks like it is not browser side issue.

I have the same issue and unable to save a bank rule even though the amount is NOT negative and contains no special letter or symbols etc. I tried using different browsers, tried opening private window, no luck. It looks like it is not browser side issue. Please help! thanks.

Thanks for joining the thread, yangsinvest. I want to ensure this matter is addressed quickly so you can save bank rules in QuickBooks Online (QBO).

For the time being, we have an ongoing issue where customers like you experienced errors while creating or saving bank rules in QBO. Rest assured that this issue is currently being worked on with utmost urgency. 

In keeping with this, I'd recommend contacting our Customer Care team. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix. To do this, here's how:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Enter a brief description of your concern in the What can we help you with? field.
6. Select Continue.
7. Choose a way to connect with us (Send a message/Chat or Get a callback/Callback).

Additionally, I encourage you to reconcile your accounts regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your guide in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

I'm all ears if you have other bank rule concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help.

Hola, MISMA situación "Amount conditions cannot be negative or contain invalid characters" y no estoy usuando negativos ni caracteres especiales. Ayuda por favor.

Tenga en cuenta: la respuesta original está escrita en inglés y fue traducida a su idioma usando Google Translate.

Hola, @Alessandra725. Gracias por unirte a este hilo. Entendemos cómo este error le impidió realizar su tarea en la sección bancaria. Permítanme agregar ideas a continuación.

Por el momento, hay una investigación en curso sobre este tema (INV-93247). Tenga la seguridad de que nuestros expertos están trabajando arduamente para buscar una solución a este problema.

Mientras tanto, recomendamos comunicarse con el soporte en vivo de QuickBooks Online (QBO) para agregarlo como uno de los usuarios afectados. Y una vez que las actualizaciones estén disponibles, se le notificará por correo electrónico.

Una vez resuelto este problema, puede utilizar estos artículos para ayudarle a administrar sus transacciones bancarias:

• Clasifique las transacciones bancarias en línea en QuickBooks Online.
• Conciliar una cuenta en QuickBooks Online.
• Conozca el flujo de trabajo de conciliación en QuickBooks.

Estamos contentos de tenerte aquí. Haga clic en el botón Responder a continuación si tiene consultas adicionales. Estaré dispuesto a echar una mano. Mantente a salvo siempre.

Please note: The original answer is written in English and was translated to your language using Google Translate.

Hi there, @Alessandra725. Thanks for joining this thread. We understand how this error stopped you from performing your task in the banking section. Let me add insights below.

At the moment, there's an ongoing investigation into this issue (INV-93247). Rest assured, our experts are working hard to look for a fix on this issue.

In the meantime, we recommend contacting QuickBooks Online (QBO) live support to add you as one of the affected users. And once updates are available, you'll be notified through email.

After this issue is resolved, you can utilize these articles to help manage your banking transactions:

• Categorize online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.
•  Learn the reconcile workflow in QuickBooks.

We're glad to have you here. Please click the reply button below if you have additional queries. I'll be willing to lend a hand. Keep safe always.