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Toni O
Level 2

Are rules case sensitive?

Hi there

Could someone let me know whether rules are case sensitive?

I've used "Bank text" CONTAINS "xxxx" and it appears that the reason I'm not catching all the instances is that it's case sensitive.

I've added another condition for UPPERCASE text, but there's no option to untick "case sensitive' as I would expect.

 

Solved
Best answer 2 weeks ago

Best Answers
AbegailS_
QuickBooks Team

Are rules case sensitive?

Hello there, Toni. 

 

I'd be happy to assist you with your question regarding rules in QuickBooks Online.

 

In QuickBooks Online, rules are generally not case sensitive. When setting up a rule for bank transactions, the Bank text condition using CONTAINS should match the specified text regardless of the case.

 

However, it's important to note that certain conditions or criteria within a rule may be case sensitive. For example, if you use the equals condition instead of contains, it may require an exact match, including capitalization.

 

Regarding the issue you mentioned about not catching all instances, it's possible that there could be other factors at play. If you have added an additional condition for uppercase text, it should help capture variations in case sensitivity.

 

As for the absence of an option to untick "case sensitive," that is correct. QuickBooks Online does not provide an explicit checkbox to toggle case sensitivity within rules.

 

Furthermore, I've added these articles to help Learn how to reconcile your accounts so they always match your bank and credit card statements also, how to use bank rules to automatically categorise transactions from your bank in QuickBooks Online:

 

 

Keep me posted if you have any additional questions or concerns with connecting your bank to QuickBooks Online. I'll be right here to help. Keep Safe!

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3 Comments 3
AbegailS_
QuickBooks Team

Are rules case sensitive?

Hello there, Toni. 

 

I'd be happy to assist you with your question regarding rules in QuickBooks Online.

 

In QuickBooks Online, rules are generally not case sensitive. When setting up a rule for bank transactions, the Bank text condition using CONTAINS should match the specified text regardless of the case.

 

However, it's important to note that certain conditions or criteria within a rule may be case sensitive. For example, if you use the equals condition instead of contains, it may require an exact match, including capitalization.

 

Regarding the issue you mentioned about not catching all instances, it's possible that there could be other factors at play. If you have added an additional condition for uppercase text, it should help capture variations in case sensitivity.

 

As for the absence of an option to untick "case sensitive," that is correct. QuickBooks Online does not provide an explicit checkbox to toggle case sensitivity within rules.

 

Furthermore, I've added these articles to help Learn how to reconcile your accounts so they always match your bank and credit card statements also, how to use bank rules to automatically categorise transactions from your bank in QuickBooks Online:

 

 

Keep me posted if you have any additional questions or concerns with connecting your bank to QuickBooks Online. I'll be right here to help. Keep Safe!

Toni O
Level 2

Are rules case sensitive?

Thanks so much for clarifying @AbegailS_ 

Much appreciated.

ShangY
QuickBooks Team

Are rules case sensitive?

Hello, @Toni O

 

I'm delighted  that my colleague's responses have helped clarify your queries. Feel free to reach out if you have any further questions or concerns about the program. We're always here to help. Keep safe.