When I first converted various bank transactions had to be manually imported. Now I am unable to directly download bank statements. The bank account has ben set to "no automation" and I need help to disable this. A screenshot of the message is attached.
Thank you for reaching out to us about online banking.
QuickBooks is preventing you from having duplicate transactions on the Banking page. This is why it’s disabling the automation process. However, you can still download your bank transactions by clicking the Update button on the Banking page. This process is also called manual update. You can refer to the screenshot.
Here’s an article about online banking that you can use as reference in the future: Assign, Categorize, Edit, and Add Your Downloaded Bank Transactions.
If you need anything else,
feel free to comment below.
Reset means you'll want to disconnect and reconnect your bank account. Please note that this process will delete your transactions on the Banking page, and this will re-download your transactions in the last 90 days.
Article for disconnecting an account: <a rel="nofollow" target="_blank" href="https://community.intuit.com/articles/1146058">https://community.intuit.com/articles/1146058</a>.
Article for connecting an account: <a rel="nofollow" target="_blank" href="https://community.intuit.com/articles/1288999">https://community.intuit.com/articles/1288999</a>.
Let me know if you have additional questions.
I would like to know the answer to this as well, I have only synced the last 90 days but would like to manually import the data via a file I downloaded from my bank. I get the message will be set to No Automation. which I do not want. Please advise thanks
I can show you how to add your QuickBooks transactions to your account, @MikeMaggio.
The first time you connect your bank, QuickBooks will pull up 30 to 90 days (or more) of transactions. To add your data beyond that, you’ll have to upload them manually.
To do it, you’ll have to manually download the transactions from the bank and then don’t forget to set the date range to avoid duplicates. Then, make sure to use the supported file format for QBO. Lastly, upload the file to your account.
Download the bank transactions:
To upload the file to your QuickBooks account:
Check this article for more information: Manually upload transactions into QuickBooks Online.
Let me know if there’s anything else that I can assist about your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!
I am fine with following all of those steps but right before I click upload to upload my file I am prompted with a warning that from this point on the account will set the default automation to "no" so automatic data upload will be disabled and I will be forced to manually click refresh/pull data. Is there no option in the program to toggle this on/off. I'm sure alot of people are frustrated with this issue. Thanks and please advise.
Thank you for the response, @MikeMaggio.
The message you've encountered means that the Auto-add option has been turned off to avoid duplicating transactions, so you must manually add the transactions you've uploaded.
There's no feature to remove this option yet. But it's a great idea to have such option in QBO, so I'll take note of it. I'd also recommend you visiting our Blog to learn what new updates and features we have.
I'm always here if you need further help with your bank account by leaving a comment below. Take care and have a good one!
I think you may have misunderstood. By manually uploading a file to an already connected bank account, QuickBooks then changes your bank account to be set to "No automation" permanently. Then it says are you sure you want to continue. I do not want to continue because I want my account to have automation, and not be forced to manually update. Not sure if that clears up anything. I just want to be able to turn automation back on if I do manually upload a file. Thanks again.
It's nice to hear again from you, @MikeMaggio.
Let me share additional information on how importing works in QuickBooks.
When you connect your bank account with QuickBooks, it automatically download your transactions. You can see it in the For Review tab. If you decide to manually import transactions using a WebConnect file to an account with the Auto-add option, QuickBooks will automatically generates the warning: Uploading this file may cause duplicate transactions to appear at some time in these account(s): . If you continue, the account(s) will be set to No Automation. Are you sure you want to continue?
This is to make sure that you'll avoid getting duplicate transactions once you restore your banks connection with QuickBooks. For more insights, you can check these articles:
Meanwhile, automation also refers automatic memorising and categorising that QuickBooks Online does. If you have created a rule to automatically add transactions to your books once imported or downloaded.
Keep me posted if you have other questions. I'm always here to help.
Ok thanks for a bit of clarification. I am being very careful with the dates so I won't have any duplicated. I select a day past what has been uploaded so I'm ok in that aspect. I just wanted to make sure that by my account being set to a"no automation" I wasn't disabling a key feature of my QuickBooks program. Sorry for being paranoid but can you just confirm what will actually change, or is this just a one time messaging stating that automation will be disabled for this upload. Thanks again.
Thanks for getting back to us, @MikeMaggio.
Selecting the No Automation option will stop QBO from automatically categorising or matching downloaded data. You’ll have to manually categorise transactions before adding them to the company.
If you want to continue using the feature, I recommend contacting our QBO Care Team to help configure the online banking connection. This is to ensure it will not throw off your transactions.
For future reference, check out the Assign, categorise, edit, and add your downloaded transactions article. It provides an overview of how to review bank entries and steps to classify them.
Reach out to me whenever you have additional questions about QBO. I'm here to help and make sure you're taken care of. Have a great rest of the day.
I found a workaround to this. If you don't use a standard QBO format, it seems to work for some reason. Meaning you can import missing transactions without it turning off automation.
It will take you to a mapping screen. You'll want to say "First row is header" and make sure that the right columns match description, date, and amount. If it's a format that QBO recognizes even if its CSV, it seems to want to turn automation off for that bank account.