We appreciate you for getting this to our attention, gangi1.
When setting up the bank rules, make sure you select the Auto-add option. You can see this option at the bottom of the Edit rule window. You can also use this link for reference: Setup bank rules to categorise online banking transactions in QuickBooks Online.
Note that the bank transactions will not be added to your register if they don't match with the conditions you've set on the bank rules.
If you have set the bank rules correctly and still won't automatically add the bank transactions to your register, we can do browser troubleshooting steps. Cache helps your browser or device's background processes run smoothly. However, it can also cause unexpected results when piled up. Here's how to get rid of any cache-related concerns:
- Open a private browser and log in to your account. It uses but doesn't store cache.
- If the bank rule are working successfully, we can go back to your regular browser and clear the cache.
- Other supported browsers are good alternatives, too. Each of them uses a different cache.
If the same thing happens, I'd recommend contacting our Customer Care Team. They can pull up your account and further review the situation. You can reach them using this link: Contact QuickBooks Online Accountant and ProAdvisor Support.
We'll be right here if you need more help in setting up the bank rules. Have a great day!
