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m-feraga
Level 1

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

Transactions are categorized properly according to rules. Just the auto-add does not work even if it is activated.
Solved
Best answer November 23, 2020

Best Answers
ReymondO
QuickBooks Team

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

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @m-feraga.

 

This can be the reason why the auto-add option on your bank rules doesn't apply. Let me share with you some basic troubleshooting steps that will help you fix it.

 

First, access your account in a private window. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys: 

 

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

 

If the auto-add in feature in the bank rules works, then they go back to your regular browser and ​​​​​​​clear its cache. You can also use another supported browser to check if this option is working. This might be a temporary issue with QuickBooks and the current browser that you use.

 

You can also check out this article to know more about the Bank Rules feature in QuickBooks: How to categorize bank transactions using bank rules

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe. 

View solution in original post

3 Comments
ReymondO
QuickBooks Team

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

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @m-feraga.

 

This can be the reason why the auto-add option on your bank rules doesn't apply. Let me share with you some basic troubleshooting steps that will help you fix it.

 

First, access your account in a private window. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys: 

 

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

 

If the auto-add in feature in the bank rules works, then they go back to your regular browser and ​​​​​​​clear its cache. You can also use another supported browser to check if this option is working. This might be a temporary issue with QuickBooks and the current browser that you use.

 

You can also check out this article to know more about the Bank Rules feature in QuickBooks: How to categorize bank transactions using bank rules

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe. 

View solution in original post

m-feraga
Level 1

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

jayepoch
Level 2

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 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!

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