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Upon exporting Rules of a Client's database for business reasons and deleting them from the live file, it was noticed that after importing them, all of the Rules had the Auto Add flag set to the Off position. Thinking this was nothing more than making the list Active since it showed Disabled, would fix this, unfortunately it did not. Now, either we need to go through hundreds of Rules and edit them to turn on this flag on or is there perhaps some coding that can be done in the Excel spreadsheet to make this flag Active?
If not, this is a very poor routine to have created without giving any warning what-so-ever to the user before its use which will create a lot of wasted and unbillable time.
Thank you for your any help you can give to this query.
Welcome back to the QuickBooks Community, Budget Friendly. Please know that we aim to deliver customer satisfaction and address an issue as soon as possible. With this, may I ask for additional details on which part of the Rules section you noticed the Auto Add flag set to the Off position? Also, can you provide a screenshot on your end? I appreciate any further details so I can present accurate information.
For now, you can open this article to see details on how bank rules work in QBO: Set up bank rules to categorize online banking transactions in QuickBooks Online.
Don't hesitate to add a comment below and add extra information about your concern, Budget Friendly. I'm always around to help. Have a great day!
Alright. I'll try to explain as best I can.
We create Rules as sort of a Macro or mini program to speed up our bookkeeping process. Because they are our rules we don't want anyone or any business taking ownership of them, and therefore we Export them and we might also delete them from the live file. This is one of many reasons to Export them besides backing them up.
Now we come back 1 week later and go to Import them. Now all of the Rules are Inactive. That's Okay. All one needs to do is to flag them all and make them Active. However, this does not TURN THEM ON. Why? Because inside of each Rule is a Flag called Auto Add, and it has been Turned Off during either the Export or the Import of the file. Looking at the Excel file I can't tell because there is nothing showing this flag.
I am attaching a PIC. The top shows how programming missed a simple routine of allowing us to turn On the Auto Add switch. It shows how we can turn OFF the Auto Add switch in a batch but if you select all of your rules, there is no option to turn the Auto Switch On.
The bottom shows the Flag after it comes back in from Importing in the OFF position (previously in the On position)
To summarize: Either we need to have the Export/Import Routine fixed to leave the Auto Add switch alone or the option to allow us to Auto Add the switch to On needs to be added in the Batch routine.
I hope this gives enough to help understand the issue.
Thank you.
We appreciate you getting back here in the thread.
Before anything else, we'd like to thank you for providing further details about your current situation. Also, we understand the urgency of this matter, and with that said, we'd recommend contacting our Customer Care Team so they can assign a representative to check your account in a secure environment to conduct further investigation to determine the root cause of this problem. We'll gladly write down the steps to get you going:
See this page for more details: QuickBooks Online Support.
In addition, we've got these handy articles to help you manage bank transactions, reconcile an account, and ensure your data stays accurate inside the program:
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