why are the rules so ineffective on here? I have created a rule for every transaction I've categorized but am still having to go transaction by transaction

Hi, Evan. I understand how inconvenient this is for you. Rules only apply to uncategorized transactions. If you create rules after categorizing transactions, they won’t affect those you’ve already reviewed.

Double check that your rule conditions match the actual bank feed descriptions and do not forget to toggle on Auto-add if you want to automatically confirm transactions this rule applies and Save it.

However, it’s unusual for none of your 40 rules to match any new transactions. I also recommend reaching out to our live support team so they can investigate any underlying issues related with this matter.

Note our QuickBooks Online expert service hours so you will know when they are available.

If you have any additional questions, please don’t hesitate to reach out. We're always here to assist you.

 Hi there, Evan.

I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist you further if needed.