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How do you turn off automatic rules?

 
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Best answer 07-02-2019

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Moderator

Re: How do you turn off automatic rules?

Hello info317,

 

Online Banking uses the default accounts when categorizing the downloaded banking transactions automatically. This cannot be turned off unless you have created a rule that overrides it. You can use this article for more information about banking rules: How to Set and Use Banking Rules for Downloaded Transactions.

 

If you have already created a rule, we can edit how it categorizes your banking transactions:

  1. In the Banking page, go to the Rules tab.
  2. Look for the said rule and click Edit.
  3. In the Rule window, change the condition.
  4. Go to the How do you want to apply this rule? section and change it if necessary.
  5. Click Save.

I'll get back to you if you're referring to something else. Additional details would be much appreciated.

View solution in original post

4 Comments
Moderator

Re: How do you turn off automatic rules?

Hello info317,

 

Online Banking uses the default accounts when categorizing the downloaded banking transactions automatically. This cannot be turned off unless you have created a rule that overrides it. You can use this article for more information about banking rules: How to Set and Use Banking Rules for Downloaded Transactions.

 

If you have already created a rule, we can edit how it categorizes your banking transactions:

  1. In the Banking page, go to the Rules tab.
  2. Look for the said rule and click Edit.
  3. In the Rule window, change the condition.
  4. Go to the How do you want to apply this rule? section and change it if necessary.
  5. Click Save.

I'll get back to you if you're referring to something else. Additional details would be much appreciated.

View solution in original post

Super Explorer **

Re: How do you turn off automatic rules?

I have to on many occasions, need to download transactions from different banks or credit cards going back as far as 3 years.  Unfortunately, if I have Rules set up to Automatically categorize and Auto_add, these transactions will - well obviously, be automatically added.  The problem is, I do not need "ALL" of them added.  Every time I delete or void a duplicate, it dumps back into the bank feed and then within a few seconds gets re-posted.  I'm stuck in an endless loop unless I turn off the Auto-Add option for each and every rule I set up, of which I have hundreds!

 

My only other option is to manually add the missing transactions from these prior periods.

 

Is there no way to temporarily turn off "Auto_add" or simply turn off "Rules" all together as a global "turn-off" feature, rather than turning this off for every single rule?

Super Explorer **

Re: How do you turn off automatic rules?

WORK AROUND!

 

As this was insane I needed to find a solution.  After experimenting with exporting and importing rules to ensure I can import them without losing anything, I went ahead and deleted all my rules.

 

I then went ahead and deleted or voided any transactions from my register that were duplicates.  I then continued importing older transactions from different time periods and accepted them from Banking of the transactions that I needed (I only needed some and not all the transactions).

 

After finishing, I went back into Banking and deleted all transactions the Excluded tab so as to ensure they would not go back in the "For Review" section, just as a precaution.  I then went ahead and imported my rules.  Unfortunately, there is some matching of names and accounts on some of the rules as it seems QBO has problems with sub-accounts.  However, this was a small effort compared to this nightmare of  not being able to turn off these rules.

 

Hope this helps anyone else with this issue.

Moderator

Re: How do you turn off automatic rules?

Hello Budget Friendly Bookkeeping,

 

Currently, we cannot turn off the Auto-Add option on all of your rules at once. You'll need to open each rule and change the option manually.

 

Instead of doing it one at a time, we can delete them at once. Here's how:

  1. In the Rules page, mark all the active rules.
  2. Click the Batch actions button.
  3. Select Delete.
  4. Select Yes to confirm the action.

After that, you can start creating the missing transactions manually.

 

The next thing we need to do is to exclude the banking transactions:

  1. Select the Banking tab and go to the For Review section.
  2. Mark the banking transactions you don't want to add in your register.
  3. Click the Batch actions button and select Exclude Selected.
  4. Go to the Excluded section and mark the excluded banking transactions.
  5. Click the Batch actions button and select Delete.

Once you're done, you can recreate your rules.

 

I'll share your opinion to our Product Development Team. This will give them the idea that the option you want is necessary for your business. They'll evaluate and put it into consideration for product updates.

 

Please know that we are here if you need anything else.

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