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ndamo
Level 3

Turn Off "Rule Applied Auto-Recognized" Make it Stop

Hi,

I am using QB Desktop 21 and would like to keep using the banking feature.   It has decided to make some of its own rules and automatically match transactions with whatever it thinks the transaction should be.  Each transaction shows up in the recognized column even though a corresponding transaction has not been entered.  I don't want the software telling me a transaction is matched when it is in fact not matched.  I have not created any rules, nor do I want any rules whatsoever.  Please make the software not have any rules, it is a terrible accounting practice, to begin with.  

5 Comments 5
CharleneMae_F
QuickBooks Team

Turn Off "Rule Applied Auto-Recognized" Make it Stop

Good day, ndamo.

 

Currently, we're unable to turn off the auto-match feature in QuickBooks Desktop. When QuickBooks tries to automatically match downloaded transactions to any entries, you can review the matches before adding them to the register. 

 

Additionally, the software makes a match if the bank feeds and the transactions that you've manually entered in the register have the same information.

 

To ensure the matches are correct, I recommend creating banking rules. For more details, I suggest checking this article's Optional - Create rules to categorize transactions section: Add and Match Bank Feed Transactions.

 

I've also included an article that'll help you ensure your accounts matches your bank statements. This helps you ensure your books are accurate: Reconcile Workflow.

 

For more banking concerns, you can always click the Reply button. This way, we'll be able to assist you.

ndamo
Level 3

Turn Off "Rule Applied Auto-Recognized" Make it Stop

If you guys could please just add an option to turn off the confusing and useless "Auto Accountant" feature, that'd be great.  

joeward
Level 1

Turn Off "Rule Applied Auto-Recognized" Make it Stop

Agreed. The new bank feed options are great, except we need to be able to turn off the "Auto-Recognize" feature. I have to go through a review each one to make sure it's not booked wrong.

Ethel_A
QuickBooks Team

Turn Off "Rule Applied Auto-Recognized" Make it Stop

Hi there, joeward.

 

I appreciate you reaching out to us and for your suggested steps. 

 

I highly recommend you to send feedback here in Community.

 

Here's how:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Reuests website.

 

 

Get back to me if you have any questions. I'm a post away.

ndamo
Level 3

Turn Off "Rule Applied Auto-Recognized" Make it Stop

Or you guys could just read a very basic book about how to be an accountant.  

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