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pjmitchell55
Level 3

Problem with "rules" in bank feed

Using QB Premier Contractor 2020.

 

In our bank feeds, there is an item that keeps coming through that seems that a "rule" is being applied.  I do not want it because even though the same payee, the account can differ.

 

My problem - I searched the rules list  to find it so I can delete it, and it is definitely NOT on the rules list !!?? (I have gone back multiple times!)   Not sure if there had been one automatically created that I then perhaps deleted, knowing the details can vary.  That could be, I just cant remember.  But why is it coming through with a rule applied if no rule exists?   OH - it says "Cha" in the status, and is checked off.

 

I did run the verify data function since that seems the first thing people suggest.  Nothing. 

 

Any help? Thoughts?  

2 Comments 2
AileneA
Moderator

Problem with "rules" in bank feed

Hello, pjmitchell55. 

 

The verify data is an initial troubleshooting step you've performed to fixes some data issues in QuickBooks. Though, first, we need to ensure that your version of QuickBooks is up to date.  

  

Let's go ahead and update the maintenance release to keep your software up-to-date and to have the latest features and fixes common issues in QuickBooks data.  

 

  1. Open QuickBooks Desktop.
  2. Go to the Help menu and select Update QuickBooks Desktop.
  3. Click  Update Now tab.
  4. Select Get Updates to start the download. 
  5. When the download finishes, restart QuickBooks.
  6. When prompted, accept the option to install the new release.

If the same thing happens, I would suggest contacting our customer support team. They have the tools to take a look at your account and verify what causes the unexpected behavior. 

 

Here's how:   

 

  1. Open QuickBooks.
  2. Select Help from the top menu bar, then go to QuickBooks Desktop Help.
  3. Click Contact Us.
  4. Enter a brief description of your concern, then select Continue.
  5. Choose Start messaging or Get a callback from the next available expert.

 

I encourage checking our support hours first to ensure that we address your concerns on time.   

 

Feel free to leave a reply below if you have further concerns about this. I want to make sure you're taken care of, and I'm here to help you anytime. Take care always.

pjmitchell55
Level 3

Problem with "rules" in bank feed

We get automatic updates.  I have updated any time I get an alert. 

 

 

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