Level 7

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How do I manage or stop QuickBooks Online from repeatedly prompting me to create a bank rule?

Forum|Forum|7 years ago
December 28, 2018
17 replies
65 views

I'd prefer if Quickbooks did not create rules unless I specifically asked for a rule to be created. What is happening to me is that Quickbooks wants to create new rules and then I have to tell it not to do so, which is annoying.

QuickBooks Online

Best answer by katelynner

If you're seeing prompts to create a bank rule, or rules in your account that you don't remember building from scratch, here's how rule creation actually works today, and how to review and clean up anything you don't want to keep.

How a bank rule gets created

A rule only gets created with your input, in one of two ways:

Build one from scratch: go to All apps, then Accounting, then Rules, and select New rule.
Create one directly from a transaction while reviewing: go to All apps, then Accounting, then Bank transactions, select the Pending tab, open a transaction, and select Create rule. This opens the rule window with that transaction's details already filled in, so you're just confirming and adjusting the conditions rather than starting blank.

Review and manage your rules

Go to All apps, then Accounting, then Rules to see everything currently set up on your account.
Select the Actions dropdown next to any rule to Copy, Disable, or Delete it.
If you don't recognize a rule or don't want it running, Delete removes it for good; Disable keeps it on file but stops it from applying to transactions.

Going through your Rules list this way, even once, is the most reliable way to make sure only the rules you actually want are active on your account.

Guides: Set up bank rules to categorize online banking transactions in QuickBooks Online

J

JonpriL

Level 9

Hi patrickwhalen11,

Let's get rid of that bank rule pop-up suggestion and improve your online banking experience.

Are you referring to the "create bank rules" suggestion that pops up when you're on the Banking page? If so, it's a default setting if you haven't created a bank rule yet. But can stop this from happening by creating dummy bank rule.

Let me show you how:

Go to the Banking page.
Select Bank Rules.
Click New rule.
Choose Is exactly as your condition.
In the next field, enter a condition that won't match any of your bank transactions. For example, you can enter "Dummy only -- not for use."
Click Save.

Below is a screenshot for your reference.

Feel free to read this article to learn more about bank rules: How to Set and Use Banking Rules for Downloaded Transactions.

However, if you're referring to something else, we'd truly appreciate it if you can add more details below.

Please know we're always here in the Community to help you.

S

scottanthonyshell

I too would like to know how to stop these annoying rule suggestions from popping up. The answer to this post doesn't even address the issue.

R

Ryan_M

Moderator

Hi @scottanthonyshell,

Let me join the thread and share my thoughts about the pop up for bank rules.

These pop-ups act as a notification for our users, so they'll have a better experience while using our products. Other than manually closing these pop-ups or following what my colleague @JonpriL_L suggested, I don't have any other options available at this point.

No worries though. Our customer's suggestions are important to us, and what you mentioned above has been noted.

If you have any other questions or clarifications, feel free to leave them in the comments below. I'll get back to you as soon as I can.

A

andrew_jr_23

I didn't find a way to stop the suggested rule, but I was able to delete them once QBO creates it.

Go to - Banking - Rules - then Sort 'By Rule Name'.

The suggested rules should group together and delete which ones you don't need.

katelynner

Answer

Community Manager