Why are rules not running automatically after transactions are updated?

Thankw for joining the Community, accounts-kindata. I appreciate your detailed information.

Sine the rules you've created still aren't working properly, I'd recommend trying to delete and recreate one of them.

Here's how:
 

1. In your left navigation bar, go to Banking, then Transactions.
2. Access the Rules.
3. Find one that isn't working and click its Drop-Down Arrow (▼) icon.
4. Select Delete, then Yes.
5. Recreate your rule.

After recreating it, check if it's working. In the event it's still not functioning, you'll want to check each rule and look for any which may be causing a conflict. For example, some users have reported if two rules are set to look for "withdrawal" transactions, one (or both) of them won't work. The solution these customers have found to such a situation is to edit them and assure each rule is uniquely set up to not search for the same things.

If it's still not working, since you've already tried clearing cached data and Intuit-specific cookies, I'd recommend trying to switch to another browsing application.

Here's a list of supported browsers

• Google Chrome - version 78 or newer
• Mozilla Firefox - version 76 or newer
• Microsoft Edge - version 75 or newer
• Opera - version 68 or newer
• Samsung - version 10 or newer
• Safari - version 12 or newer

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:
 

• Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
• Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
• Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
• Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet our system requirements, but are still noticing rules which aren't working correctly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Wednesday!

So I think you may be misunderstanding or not actually testing this yourself...Just to give you some more proof of this bug.

1. I disabled ALL of my rules (94) of them except for one.  I then edited the rule to include only a SINGLE condition.  So at this point we can agree that there can be no possibility of confusion between or within any rules right?

2. I did an undo on one of the transactions that matched the rule still active.

3. I then ran "update" which should have recognized the transaction and auto-confirmed.  It did not.

4.  I then went to the active rule, clicked edit, and save, did not change any details, and poof, the transaction has been confirmed.

5.  Its clear that "updating accounts" and "editing a rule" are different processes but, its also clear that the end result should be the same, a confirmed transaction...

6.  Now you may claim that since I undid this transaction, the system marks it somehow and doesnt allow it to be auto-confirmed, I would ask you to prove that with the engineers.  I would then ask well...why then does editing a rule auto-confirm it...?

7.  While I do have 94 rules, i do not have any obvious "duplicates."  If your claim is that there are duplicates, the system should have logs that can show us exactly what is causing the problem so that we can actually FIX THE ISSUE, what a novel idea...

8.  Your answer is super vague at best "some users have reported if two rules are set to look for "withdrawal" transactions, one (or both) of them won't work."  Even you are admitting that this is a bug!  This should work, it should process based on priority.
9. And lastly, I cannot confirm 100%, but to me it looks like the rules are categorizing EVERYTHING properly, however, they are just not auto-confirming.  I changed the category for a transaction and ran "Update" and it changed the category back based on the rule, but didnt auto-confirm.  This is why I came to this conclusion.

10.  Quickbooks support should actually push these claims to engineering to FIX an obvious bug instead of providing work arounds to all their paying customers.

11.  This was all tested in multiple supported browses cleared cache etc, nothing fixed the problem.

Thanks for bringing this to our attention. We understand the importance of resolving this as quickly as possible, Kindata.

Also, we appreciate your patience in this matter and for performing troubleshooting steps to fix this. 

Currently, an investigation (INV-77219) is ongoing about rules not automatically running after updating transactions. Rest assured that our team is working to identify the cause to provide you with a solution to this issue.

While we're unable to tell you when this issue will be resolved, I recommend contacting our phone support again to add you as one of the affected users. You'll receive an email notification once an update is available. Here's how: 

1. Sign in to your QuickBooks Online, then click the Help (?) icon.
2. Choose either tab to get started: Assistant or Talk to Human.
3. Select Contact Us.
4. Click the Start a chat with a support expert or Get a callback from the next available expert.

If you have other questions about managing your transaction or any QuickBooks-related concerns, never hesitate to reply to this thread. I'll be willing to extend a hand. Take care always.

I am having the same issues.  It is not that the rules aren't working as when you run a test, they show the correct number of transactions it SHOULD be processing.  However it is just not working automatically.  When I go into to edit any one of the number of rules I have, it then runs and processes all the rules.  Which defeats the whole purpose of setting them up to auto run.  

Good morning, @IAWTFC. 

Thanks for following along with the thread and sharing your concerns. 

At this time, the investigation is still open. Please know that our engineers are working diligently to resolve this matter. For now, I recommend contacting our Technical Support Team as my colleague has mentioned above. This way, you can also be added to the list of affected users. 

You can use the link below to connect with our team.

• QuickBooks Online Support

I will be sure to reach back here with updates as they become available. Please let me know if you have any questions or concerns. Take care!

Same issue here.

Phone support attempted to tell me that I had to manually accept the transactions, as auto-add didn't actually mean auto-add.

I'm a very long way from being impressed.

The wheels turn very slowly at Quickbooks it would appear. I have been putting up with this same issue for close to a year now. Today, I decided to look into the cause and came across this thread. The exact same 'solution' works for me to:

1. The rules are identifying my transactions and you can see which ones have the 'Rule' text against the transaction, however, they are not being automatically added even though this feature is turned on.

2. If you then go to edit any rule but don't actually make any changes and simply save it, all the rules run and the bank feed is cleaned up.

This is quite obviously a software bug. I'm surprised it's been logged months ago and still not resolved. I guess this is why Xero is the market leader. May need to look into a migration to Xero and just pay the extra money for something that works.

This is clearly a software bug. I've been putting up with it for nearly a year now. 

Same 'solution' works for me:

1. Go to Rules. Open a rule to edit but simply resave the rule without any changes.

2. All Rules will be applied to the bank feed and all transactions with a rule will be categorised.

It's a shame Quickbooks has let this go on for so long.

Mac OS 12.4

Chrome Version 114.0.5735.198

It's been 8 months since your reply, still not resolved. Further, a search for "INV-77219" shows posts about this issue dating back two years. (https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/why-is-a-rule-with-auto-conf...)

Don't tell us it's "being investigated" when it's clearly not. Intuit is happy to push new "features" via UI cluttering popups to up-sell us nearly daily, so it's not a lack of ability, they just don't care enough to bother fixing functions that customers already paid (quite a lot) for.

No other software I've ever used has driven me to the help forum/customer support more than QuickBooks.

I've found posts about this going back at least two years. I'm also about ready to migrate ASAP. Hell, with the amount of time I spend troubleshooting bugs on the help forum, I'd probably spend less time using a GD spreadsheet.

I think there is a growing discontent from a lot of users over the lack of bug fixes. I'm prepared to spend the extra money on Xero and migrate to something that is better maintained. This issue is not the only ongoing bug I've been putting up with for years. One of the biggest issues I have is that I can't use the inbuilt BAS reporting as it doesn't support branches of the same ABN. We have three separate businesses running under the same ABN and I'm constantly being prompted to use integrated BAS reporting but can't as Quickbooks doesn't support it in this situation.

I also have this exact same problem

Welcome to the Community space, @Jrod11.

I'm here to provide some troubleshooting steps that can help you with your concern regarding rules not automatically adding to books in QuickBooks Online (QBO).

Since the rules you've created still aren't working properly, I recommend trying to delete and recreate one of them.

Here's how:

1. In your left navigation bar, go to Banking, then Transactions.
2. Access the Rules.
3. Find one that isn't working and click its Drop-Down Arrow icon.
4. Select Delete, then Yes.
5. Recreate your rule.

If you are still experiencing the issue, I recommend contacting our Customer Support team for assistance. They have all the necessary tools to help you with your concerns. 

Here's how:

1. Go to the Help icon to connect to a live support agent.
2. Click on the Contact Us button and provide some details about this concern.
3. Provide us with some information about your concern in the What can we help you with? box and click on Continue.

Moreover, I'm adding this helpful article as your reference in reconciling your account in QBO: Reconcile an account in QuickBooks Online.

Return to this post if you have other questions about bank rules in QuickBooks Online. I'll be here to lend a hand. 

Yes, thank you.  I have seen this response before.  If only it actually worked.  Hence the whole point of my post.  These auto generated responses are useless.  Also thank you for such a quick reply to my post from awhile back.  

. This is laughable!! If only the QuickBooks ‘Team’ would actually address the problem. Could someone there please talk to someone there who knows what they’re doing?? The rules work. Deleting and recreating them won’t fix the problem. You have to go into one rule (any rule), press the save button without making any changes and all your rules will start working again. When will QuickBooks wake up and listen to its subscribers?? THIS IS A BUG!!

April 22, 2024 and this issue still not resolved.....

Good morning, @Cristian Andrade. 

Thanks for chiming in on this thread. 

If you're still having issues with this transaction problem, I recommend contacting our Customer Support Team for further assistance. Here's how: 

1. Go to the Help ? icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter you question and click Let's talk. 
4. Scroll down and choose to Get a callback. 

Keep us updated on how the call goes. Have a wonderful day! 

This issue has not been resolved for me either. I have to open an existing rule and save it to get all my rules to run. It’s annoying and definitely a bug

Oooooooh! Let's all do this on the same day!! Clearly Quickbooks doesn't think they have a bug in their software but we're all using the same workaround to make rules work (open a rule, save it again and bingo! All the rules suddenly work). Wouldn't it be fun if support got smashed with the same request 100 times on the same day. Maybe that would finally prompt some action.

It looks like this is an odd behavior, Jrod11.

I understand how rules are important for your transactions. It helps you save time, reduce the chance of human error, and get more accurate reports. For now, we haven't received a report about this. You'll want to contact our support team so they can take a look at this and investigate further. They have the tools to pull up your account in a secure environment.

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. Select either tab to get started:
   • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you need further help, you can still Talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
     • Start a chat with a support expert.
     • Get a callback from the next available expert.

Furthermore, QuickBooks needs to match the balance of your real-life bank account for the day. Once done, you can go to the next process. Learn how to reconcile your account to ensure all entries are matched against your bank statements and QuickBooks. I've added this article for reference: Reconcile An Account in QuickBooks Online.

Let us know if you have any concerns about banking transactions. We'll always be right here to help you as always. 

You should take the time to read ALL of the responses before responding.  If you had you would have seen that calling to talk to a human being gets us no where.  Because the human beings don't know how to actually help other than tell us the same thing over and over.  Deleting and resetting the rules does not work.  Posting a question to the online community also does not work.  The whole system is a complete farce.

Unfortunately, that's how Filipino call centres work. They're a barrier between the company and the customer. Designed to intercept all the people without a brain who can't use the software. When a real software bug exists, it never makes it past the call centre as they just aren't paid enough to care or follow through. Quickbooks also clearly has no real policies in place for the call centre to pass on real problems to developers.

I was having the same issue many months ago and found this thread.  Since it seems to be a known issue I have just been going to my list of many rules, selecting one (any rule), then hitting the edit button and update button (without actually changing the rule).  Then my list of transactions would magically get entered via their auto rules.  I was doing this daily for many months and then one day maybe a month or so ago, my rules started working without me messing around.  I was beyond happy for this little piece of functionality to start working.  And then it stopped working again in the last few days.  The work around still works, but after having the rules work properly for a few weeks The work around seems even more tedious than it was before.

Thank you for informing us that you're also facing an issue with your bank rules, @misskaren.

While we don't have an investigation about the Bank Rules not working accurately, we are eager to collect more information about this issue from you and other QuickBooks-affected users.

With this, I suggest contacting our Customer Support Team, as they have the necessary tools and expertise to investigate this securely.

Here's how:

1. Navigate to the Help icon.
2. Click the Contact Us button. 
3. Input your question and click Let's Talk. 
4. Scroll down and select Get a callback. 

In the meantime, please utilize the workaround you're using. Your patience and understanding will be highly appreciated.

Moreover, you can check out these articles that can help you learn how to run reports:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

I'll be around if you have further queries about bank rules or have any other QuickBooks-related concerns. Keep safe.