Thanks. In case I wasn't clear (just in case anyone else has this problem): The .csv file is complete from bank of america. This is a QB problem because only part of the .csv file AND only part of the transactions connected through Direct Connection of cc account (last 90 days) transferred into QB. I will reach out to support and follow up. Thanks again for responding.
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Thanks for reaching out to us in the Community, @emerjensea.
I'm here to help fix the issue you're having when creating a new rule in QuickBooks Self-Employed (QBSE).
First of all, I appreciate the steps you've done to get this working. I tried on my end, and I was able to create a new rule without the "exact" word inserted after saving. I also check if there's an ongoing issue about this but there isn't currently one.
Since you're still getting the same issue after performing some troubleshooting steps, I highly recommend reaching out to our Support Team. They have tools that can check your account and further investigate this for you. Here's how:
1. On your QBSE account, click the Help menu at the upper right, then select Contact Us at the bottom.
2. Fill in Ask a question (or tell us what’s wrong), then Continue.
3. Choose Chat.
Just in case, you can also check out these articles for future reference:
Use rules to speed up reviewing and categorizing transactions.
Split and Exclude Transactions.
That should point you in the right direction. Please let me know how it goes after contacting them. I'm always here if you have any follow-up questions or concerns. Take care and have a great rest of the week!
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