Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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.
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.
If you guys could please just add an option to turn off the confusing and useless "Auto Accountant" feature, that'd be great.
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.
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:
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.
Or you guys could just read a very basic book about how to be an accountant.
The funny thing is, the Feedback link doesn’t resolve when I click it. Interesting that the “refer a friend” link works fine, as does the government-mandated “privacy” link.
agree, I don't want this feature
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here