The auto-add option on rules do not apply. I still have to review all transactions. Rules are all different and not conflicting. Is this a known bug from Quickbooks? Thx

I realize I had the problem with Quickbooks App. Using Quickbooks online on a fresh browser works as expected. Thank you

I was experiencing this issue as well, but was able to resolve it after speaking with QuickBook's online chat tech support. Here's what we learned:

-- If you're using a web browser like Chrome, try switching to another like Firefox.

-- Check if it works OK in Firefox, and if it does, it means you need to clear your COOKIES in Chrome.

-- Even when we tried an Incognito/Private window in Chrome, it didn't work until we cleared the cookies.

After following these steps my transactions are auto-matching again. Hope this helps others having the issue!

How do we get the auto-confirm option to work with out having to clear my cookies every time?

How do we get the auto-confirm option to work with out having to clear my cookies every time I use my browser?

Hi colinvalenta,

You don't always have to clear your browser's cache for the auto-add feature to works. It only applies when unusual behavior occurs on your QuickBooks Online account since it helps to refresh the browser you're using.

Feel free to pin these references as your guide about the categorization:

• Review which downloaded transactions were recognized by a bank rule
• Reconcile your accounts

I'll be around if ever you need extra help about reconciliation. I've got your back!

Just a note here -- I've had ongoing issues too that cache/cooke clears do NOT resolve.

In my situation, it breaks when there are >100 pending transactions to auto match.

If I get the pending transaction count to lower than 100 (by doing some bulk manual matching) then it eventually starts working again. Give that a try if you have a lot of pending matches.

Super annoying -- and this has been going on for over a year! 

"You don't always have to clear your browser's cache for the auto-add feature to works. It only applies when unusual behavior occurs on your QuickBooks Online account since it helps to refresh the browser you're using."

No other website I use has anywhere close to this many problems with the cache and cookies. Anyone who frequents these forums can tell you the absurd number of times clearing cookies and cache is suggested as a "fix", while offering no long-term solution.

You say we only have to clear them when something breaks, but QuickBooks Online breaks this function frequently. So in effect, yes we have to clear cookies and cache every time new transactions appear in order to use this basic function of the site.

This thread is several years old. Has Intuit made any progress fixing this bug? I'm guessing not since I'm still having this issue and have experienced it for years.

Restating the problem for others searching for solutions to this problem: QuickBooks Online transaction rules categorize but auto-add does not work. Clearing the cache & cookies temporarily "fixes" the issue, but it stops working again for newly added transactions.

We appreciate the details and feedback you've sharied about the recommended troubleshooting, wegerm.

QuickBooks Online uses browser's cache and cookies to run faster However, sometimes these can also block web pages from loading or cause other issues. This is why we generally recommended clearing cache to help fix issues related to the program's performance and functionality. 

Aside from that, it also resolve issues related to login, viewing forms, exporting data, and loading specific pages in the program.

Since you are continuously getting the same result, it's recommended to contact our phone or chat support teams. They can investigate the issue more closely to determine the root cause and provide a permanent solution.

Here's how to reach out to them:

1. Go to the Help menu in the upper-right hand corner to open the QB Assistant window.
2. Type in "talk to a human", then press Enter.
3. Click Contact Support Team, then provide a short description of the issue.
4. Press Enter once again.
5. Select No, I still need help, then choose Contact Support Team.
6. Look for the Chat option and click on it.

Let me share these additional resources in case you need more guidance when working with your banking transactions in QBO:

• Unmatch Downloaded Bank Transactions or Move Them to Another Account
• Undo or Remove Transactions From Reconciliations in QuickBooks Online

Feel free to reach out if you require further assistance with this matter. We're here to ensure that all your concerns are addressed promptly and effectively.

I spoke to QuickBooks support today, looking at this same problem. Before calling them, I had read this thread. I performed the following before making a call:

• Test using Safari
• Test using safari after clear cookies and cache
• Test using Chrome / Brave
• Re-test clearing cookies and cache
• Test using Firefox
• Re-install Firefox totally.

Despite the above, this was still broken. So I called support. The support agent screen shared, saw the problem, and went away to the "back of house" team to find an answer. I got a call back later. They said they could not replicate the issue and wanted me to delete and recreate the rule.

I did some further analysis myself. Instead of deleting the rule, I created a new rule with a split, and it worked. I then exported the rules, and started comparing the differences between the non working rule and the working rule. After some time and testing, I confirmed that this bug ONLY happens if you have a rule that has a SPLIT transaction, where you set the Payee for the transaction. Under those circumstances, it fails.

The support agent was able to go away and replicate the fault, and then tried to tell me that I cant set a payee, because that will affect the criteria for the match of the rule. While I can confirm the auto add then works, that is certainly not a solution. I told the agent it was a bug, and needed to be fixed. They assured me it was not a bug, and everything was working as expected.

I did not accept that explanation. Why would the Payee field not be greyed out if completing this field will break the whole functionality of auto-add. I am currently waiting on someone to call me back, but that was a less than ideal support interaction.