Hello there, @393964. You'll be happy to know that you can automatically match and add transactions by adding bank rules. Let me guide you how. From the left panel, click Banking, then select Rules. Click New rule. At the lower left of the page, check the box beside Automatically add to my books. Click Save.After you create an Auto-add rule, any transactions on the For Review tab that meet the conditions are automatically added. Here’s an article you can read on for your reference: How to set and use banking rules for downloaded transactions. Fill me in if you have further questions. I’ll be around if you need any help.

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

Anonymous

Question

Can rules be set to automatically create a match to the chart of accounts once the transaction has been reviewed and set?

Forum|Forum|7 years ago
February 15, 2019
9 replies
27 views

No text available

QuickBooks Online

Mark_R

Moderator

Hello there, @393964.

You'll be happy to know that you can automatically match and add transactions by adding bank rules. Let me guide you how.

From the left panel, click Banking, then select Rules.
Click New rule.
At the lower left of the page, check the box beside Automatically add to my books.
Click Save.

After you create an Auto-add rule, any transactions on the For Review tab that meet the conditions are automatically added.

Here’s an article you can read on for your reference: How to set and use banking rules for downloaded transactions.

Fill me in if you have further questions. I’ll be around if you need any help.

JamesW2

Why does auto add not work, all rules are set to auto add and yet i still have to either manually click add or go into the rules, click edit then save and it runs the rules.

This is not auto add?

Lily_Kristine

Moderator

Hello, @JamesW2.

Let me add some information regarding the banking rules feature in QuickBooks.

Any transactions on the For Review page that meets the condition of the rules you created should be added automatically. However, if the transactions fall under multiple rules, you may have to select which of the rules this transaction should be added.

Thus, you'll need to manually add to ensure they are categorized correctly.

If you need more information about managing transactions downloaded from your bank or financial institution, the following articles can help:

Let me know if you have other questions or concerns. I'm here to help.

Sign up

Login with SSO

Let's get you signed in

Login with SSO