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Level 1

Bank Transactions have been given rules. However all transaction are "for review" and all bank deposits result in bank not to reconcile.

Hi,  

 

I pulled transactions from Nedbank and reviewed them.  Then two months wasn't pulling so I did a maual process.  However, aall transaction even though they have rules, they are still for review and when I reconcile the bank, the difference is all the only the deposits.  What is causing this?

5 Comments
QuickBooks Team

Bank Transactions have been given rules. However all transaction are "for review" and all bank deposits result in bank not to reconcile.

Hi @Folex,

 

Let's review the rules you've applied to your online bank in QuickBooks Online (QBO).

 

Ensure that the auto-add feature is set up correctly. You can review the steps in this article: Setup bank rules to categorize online banking transactions in QuickBooks Online. Scroll down and look for the Next steps: Set up the auto-add feature section.

 

As for the reconciliation process, any transactions that are in the For Review tab of your bank won't be in the reconciliation page of that bank account.

 

If you encounter any other issues during reconciliation, open this article: Fix issues during a reconciliation in QuickBooks Online. It's a step by step guide on how you can get your bank's balance in order so you can proceed with reconciliation. 

 

Is there anything else that you need assistance with? Let me know in the comments below, and I'll be sure to get back to you. 

Level 1

Bank Transactions have been given rules. However all transaction are "for review" and all bank deposits result in bank not to reconcile.

Thanks for the guidance.

 

I've reviewed all the rules and reapplied them.

I still have 537 transactions for review and now everytime I update, the bank says the last update was 14 hours ago.  The solution doesn't seem to have worked or have been applied.

 

All rules are automatic now, yet 

Level 1

Bank Transactions have been given rules. However all transaction are "for review" and all bank deposits result in bank not to reconcile.

Basically it looks like all the rules are not working

Level 1

Bank Transactions have been given rules. However all transaction are "for review" and all bank deposits result in bank not to reconcile.

and this is the view of the rules

QuickBooks Team

Bank Transactions have been given rules. However all transaction are "for review" and all bank deposits result in bank not to reconcile.

Thanks for the screenshots, Folex.

 

Let's perform some troubleshooting steps that can help in fixing this banking error. Let's start by using an incognito window and check if everything's fine. Here are the keyboard shortcuts:

  • Google Chrome: Ctrl+Shift+N
  • Mozilla: Ctrl+Shift+P
  • Safari: Command + Shift + N

Also, let's clear the cache since it causes issues in QuickBooks Online. In addition, make sure that the browser you're using is updated or use a different one if there's available.

 

If this issue persists, please reach out to our Customer Support Team so they can further investigate it.

 

Post again here if you need anything else. I'll be here!