Question

How do you stop Quickbooks Online from creating "suggest rules?" They are really messing up my account.

Forum|Forum|5 years ago
January 8, 2021
23 replies
86 views

I've have almost a dozen transactions impacted by a suggested banking rule that was automatically applied without my knowledge. How do you turn off suggested rules, or at the least prevent the system from automatically applying them?

QuickBooks Online

JoesemM

QuickBooks Team

Thanks for posting in the Community space, @info1447.

You can edit the rule that you’ve created and then turn-off the Auto-add feature. This will prevent the system from automatically categorizing your transactions. Let me guide you how:

Click the Banking menu and go to the Rules tab.
Find the rule that you want the Auto-add feature to get rid of and click on the Edit link below the Actions column.
On the Edit rule window that appears, scroll down and click the button under the Automatically confirm transactions this rule applies to option.
Click on Save once you're done.

For more details about bank rules, see this article: How to Set and Use Banking Rules for Downloaded Transactions.

I'll be attaching these articles that will guide you in categorizing transactions and the reconciliation process:

I'm just a few clicks away if you need more help with QuickBooks Online. Take care and stay safe.

I

info1447Author

This actually does not answer my question. I want to know how to keep Quickbooks Online from automatically creating suggested rules? The software created and implemented a rule that moved a dozen transactions that have messed up my books. I don't want the software to suggest or implement rules unless I choose to do it. How do I make that happen?

M

MAnneJ

The above seems to answer the question for QuickBooks Online users, not QuickBooks Desktop.

How do you disable the The Bank Rules Pop-Up in QuickBooks Desktop?

That pop up window takes so much of my time. Any suggestion would be welcome. Thank you QB Community!

I can see the importance of blocking the bank feed pop-up rules in QuickBooks Desktop, @shiner. I'll ensure to provide you with an alternative solution to your concern.

We can check the "Don't ask me again - just create rules automatically" option below. Doing this will prevent it from popping up again in the future.

Also, you can uncheck the Create rules automatically and Always ask before creating rule options if you don't want to auto-create a rule.

Here's how:

Go to Banking.
Select Bank Feeds.
Choose Change Bank Feeds Mode.
Under BANK FEEDS, uncheck the Create rules automatically and Always ask before creating the rule.
Once done, click OK.

Additionally, you might want to check this article and learn how to reconcile your accounts so they match your bank and credit card statements: Reconcile an account in QuickBooks Desktop.

I'm always available if you need more help managing your bank feeds and any QuickBooks-related queries. Have a great day.

R

roci

Same. I hate these rules with every bone in my body. Super annoying and causes so much pack pedaling. I'm certain my records are whacked because I didn't realize it was applying the WRONG information for quite some time. Stop it QB. I can't even understand the logic that goes into creating these rules based one one little word it detects. Horrible horrible functionality.

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