Why is a rule with auto-confirm asking for a confirmation?

Allow me to share some information about bank rules and guide you on what you'll have to do, gdequillacq.

Generally, QuickBooks will automatically apply the rules to transactions in the For Review tab once you have already created a rule. You'll want to make sure that you have reviewed the setup. Also, ensure that you've created targeted rules so specific transactions are automatically accepted into your books from the Banking page. You can edit it if necessary or even add a new auto-add transaction bank rule to double-check if it's automatically confirming transactions. To do this, follow the steps below.

1. Follow the steps to create a new bank rule.
2. Select Automatically confirm transactions this rule applies to on the Rules window.
3. Click Save.
   
   

Please review this article again for the setup: Set Up Bank Rules to Categorize Online Banking Transactions in QuickBooks Online. After transactions are being added or categorized on the banking page, you can now start your reconciliation. For your guide, I've added this article for more information: How To Reconcile An Account in QuickBooks Online. 

Post a comment below if there's anything else that needs about the bank rule. I'm always right here if you need further assistance. 

I have the exact same issue.  Rules applied never auto-confirm.

I have done this as well and transactions still do not auto-confirm.

Joining the thread to offer help, @colin-valenta. I want to ensure you're able to categorize your transactions seamlessly.

Creating bank rules to automatically add your reviewed transactions can be executed based on how complex your transactions are. Let's make sure the feature to add your transactions automatically is turned on for every rule you created.

You can do so by toggling the Auto-add option under Automatically confirm transactions this rule applies when creating banking rules. Learn more about rules with this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

But please be informed the number of automatically added transactions with rules applied is limited to 1000. If you can confirm the rules have been created accordingly and your transactions are still stuck in For Review, it is recommended to delete and recreate the rules in question.

On top of that, I've also included this reference helpful with the steps needed in matching your bank account with transactions on your bank statement: Reconcile an account in QuickBooks Online.

Don't hesitate to post again here if you have other questions or concerns with QuickBooks banking rules. I'm always around happy to help. Take care and stay safe!

It's not that some rules won't auto-confirm, it's all rules.  I have less than 100 rules created.  A work around is to go into a rule and simply select save again.  Then suddenly all transactions are confirmed.  However, the software should simply auto-confirm with out unintended work arounds like this.  There is clearly something in programming that needs to be fixed.

It's not that some rules don't auto-confirm, it's ALL rules.  One work around is to edit one rule and save.  After doing this all transactions set to auto-confirm suddenly confirm.  I have far less than 1000 rules.  There is clearly a glitch in the programming and it needs to be fixed. 

I appreciate the update that you gave, @colinvalenta.

Having your bank transactions to be automatically accepted into your books is my priority.

To help verify the reason why bank entries are not confirmed automatically, I'd recommend reaching out to our Customer Care Team. They have the necessary tools that can better investigate the root cause of this matter.

Here's how to contact them:

1. Click on Help at the top menu bar.
2. Select on the Contact Us button.
3. Enter a brief description of the issue in the What can we help you with? box.
4. Press on Let's talk.
5. Select on Get a callback.
6. Key in your contact details, then tap on Confirm my call.

For now, you may consider editing and saving the rule or manually adding the transaction to get your work done.

I'm also including here some links that will give you more details about adding and categorizing your bank transactions manually in QBO:

• Learn how to review downloaded bank and credit card transactions and put them in the correct account...
• Manually upload transactions into QuickBooks Online

You can always get back to me here if you need further help with bank transactions in QBO. Have a great day!

My rules for bank and credit card accounts auto-confirm just fine, but rules for our PayPal account do not. We have a couple hundred transactions per day, so manually confirming is tiresome.

Worth noting that editing and re-saving the rule without changing anything will trigger it to auto-confirm some that are for review, but only a couple hundred. Seems like the number of transactions we have breaks it.

Hello there, @asmjeremy. I appreciate you for joining this thread and sharing your issue with bank rules in QuickBooks Online (QBO).

One possible reason why your bank rules aren't applying to transactions is that you’re using a rule based on bank text when you meant to make a rule based on description or vice versa. 

To give you more insight, the bank text is exactly the information QuickBooks receives from the bank. The bank text is the transaction you'd see listed in your bank account or on your bank statement. While the description is a simplified version of the bank text to make it easier to understand. For example, QuickBooks might simplify bank text by just saying the vendor name.

By default, QuickBooks shows the description in your list of transactions. To show the bank text instead:

1. Go to Banking.
2. Above the table, go to Settings ⚙.
3. Select Show bank details.

Otherwise, you can also delete the rule and then recreate it if necessary.

Also, you can read this article to learn how to categorize and match online bank transactions in your QuickBooks Online account. 

If you have any more questions, please don't hesitate to respond to this post and one of us will happily help. Take care and have a good one!

I notice a pattern on these forums of QBO staff assuming that customers are dumb. My rules are set up properly, and are definitely being applied, they're just not auto-confirming.

Deleting and recreating the rule does the same as simply re-saving it without changes -- it often will confirm some of the transactions awaiting confirmation, but only about 250. I need the automatic confirm to work on an ongoing basis. Again, this works fine on our other bank accounts, but not PayPal.

I'm here to help you sort this out, asmjeremy.

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product. 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.

If the issue persists, I recommend contacting our QuickBooks Online Support Team to further investigate your concern and to get this fix. Here's how:
 

1. Click the Help (?) icon at the top.
2. Type Talk to a human.
3. Enter your issue or question on the What can we help you with box.
4. Choose I still need a human.
5. Select the Start messaging option.
    

Moreover, I've included an article that'll help you personalize your financial reports in QuickBooks. This way, you'll be able to filter the details you'd like to see: Create custom reports in QuickBooks Online.

Don't hesitate to post a reply if your additional question about managing rules in QuickBooks. I'll get back to you as soon as I can. Keep safe.

Was there ever an actual fix for this? I'm seeing the same thing. I thought I was crazy.

Or just more non-sense responses blaming our computers or saying to contact support as if this is a one-off problem?

I have the same problem. Has anyone found a fix for this?  What is the purposes of an automatic rule if you have to click to confirm it all the time?  

I appreciate you chiming in the thread with your concern, @Cameron2345. I understand the importance of having this feature work as intended. I'm here to add some details about this one.

Let's ensure to enable the Automatically confirm transactions this rule applies option when creating the bank rule. That way, you don't need to click confirm every transaction you want to add rules. 

To verify, we can follow the steps below:

1. Go to the Banking menu on the left pane.
2. Click Rules.
3. Locate the rule you want to check, and click the Edit dropdown under the Action column.
4. Scroll down to the bottom of the Edit rule window and see if the Automatically confirm transactions this rule applies option is enabled.
5. Then select Save to confirm changes.

I've added a screenshot below for visual reference:


 

You may refer to this article for more details: Set up bank rules to categorize online banking transactions in QuickBooks Online.

However, once verified and still getting the same concern, I'd suggest reaching out to our QuickBooks Online Support Team. They have the tools to securely check on your account and investigate further on this issue. You may also request a screen-sharing session to guide you with the process and also check on your rules set up.

I've also added the following articles for future purposes:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Please tap the Reply button if you need further assistance, especially with your bank rules or transactions in QuickBooks Online. Take care, and Happy New Year in Advance!

Auto add has not worked for me for months and I am about to move away from Quickbooks entirely.  There are so many bugs with the software it is become so frustrating to use.  I have gone through all the steps outlined here and they still do not Auto add.  I was told this was a known issue that the team is working to fix but like my other issues it has not been fixed and I have not gotten any updates on it.  Doing my job takes twice as long because of these bugs.  

Hello there, @jon38.

I see that you've posted the same question twice, and the other one was already answered by my colleague. Just in case you haven't been notified of the new response, here's the link: https://quickbooks.intuit.com/learn-support/en-us/banking/re-is-auto-add-in-rules-supposed-to-automa....

If there is anything else you need help with any QuickBooks-related concerns, feel free to get back to us. We're always here to help.

Yes, I did that months ago and when I spoke to support and asked to be included in the list of affected users, support didn't really know what list I was talking about.

Hi there, @jon38.

I appreciate you for keeping us posted regarding the results of contacting our Customer Care Team in QuickBooks Online (QBO). Moreover, I'll enter additional details to add you to the correct list of affected users about Auto-add rules. Thus, you can inform our support to add you to the list under INV-77219.

When you're in contact with them you can directly provide the investigation number I added above to ensure you receive updates via email once a fix is available. 

Once a fix is available, you can start categorizing your transactions to add them to the correct category and reconcile your account to inspect discrepancies.

Feel free to reply to this thread if you have other concerns or any QuickBooks-related matters. Have a good one!