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gaspa1960
Level 1

Banking does not use a rule I set up based on Description for a particular vendor. Always returns same categorization, and does not show the rule applied.

 
4 Comments 4
Rose-A
Moderator

Banking does not use a rule I set up based on Description for a particular vendor. Always returns same categorization, and does not show the rule applied.

Thanks for checking in with us, gaspa1960.

 

To isolate this issue, as an initial step, I'd suggest deleting and re-creating the bank rules.

 

Below are the steps to delete a bank rule:

 

  1. Click Transactions in the left panel.
  2. Choose Rules.
  3. Select the Rule and click the drop-down arrow beside Edit.
  4. Hit Delete.z.PNG

 

Once done, you can follow the steps in this article to re-create the rule: Set up bank rules to categorize online banking transactions in QuickBooks Online. On the same link, you'll find steps on how to use the auto-add feature.

 

I want to make sure you're taken care of and able to enjoy the bank rules feature in QuickBooks Online, so please get back to me if there's anything else you need. Have a good one.

Rose-A
Moderator

Banking does not use a rule I set up based on Description for a particular vendor. Always returns same categorization, and does not show the rule applied.

Hi, gaspa1960.

 

Hope you're doing great. I wanted to see how everything is going about categorizing your transactions using bank rules. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

gaspa1960
Level 1

Banking does not use a rule I set up based on Description for a particular vendor. Always returns same categorization, and does not show the rule applied.

Problem was not solved. Downloaded transaction for a particular vendor are always classified in a certain way, and I cannot even find a rule that does this.

Maybelle_S
QuickBooks Team

Banking does not use a rule I set up based on Description for a particular vendor. Always returns same categorization, and does not show the rule applied.

Hello there, @gaspa1960.

 

The default expense account you set up on the vendor's profile won't apply to the downloaded transaction. Instead, you'll want to add a bank rule to easily categorize them. From the Banking or Transactions menu, select Rules. Then, click the New Rule.

 

I added this link for the detailed steps:

 

• Setup bank rules to categorize online banking transactions in QuickBooks Online.

• Categorize and match online bank transactions in QuickBooks Online

 

Visit us again if you need anything else. We'll respond as soon as we can!

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