When a define a rule and set it to auto-add and that rule contains a memo, why is it appending to the bank detail rather than replacing it? This didn't used to happen.

I'm glad to hear from you today, CuriousOne. Let's get this sorted out.

You might want to toggle the Auto-add feature on the bank rules to refresh the information for it to work.

However, if the problem persists after toggling, I'd suggest deleting and recreating the rule. Here's how to delete it:

1. Go to the Rules tab.
2. Click the drop-down arrow under Action and choose Delete.
   
3. Hit Yes.
   

Once deleted, you can read through this article to set up and recreate the rule: Setup bank rules to categorize online banking transactions in QuickBooks Online. On the same link, you'll find steps on how to import existing bank rules into another company file.

I want to make sure you're taken care of and able to enjoy the bank rules feature in QuickBooks Online. Please let me know if there's anything else I can help you with. Have a good one.

Hi, CuriousOne.

Hope you're doing great. I wanted to see how everything is going about the bank rule you had yesterday. 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!