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How do I get bank rules to automatically add transactions instead of leaving them in the Pending tab in QuickBooks Online?

Forum|Forum|3 years ago
September 24, 2022
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QuickBooks Online

Best answer by Emma_P

Bank rules can automatically add transactions for you. You just need to turn on the auto-post option for that specific rule. Without it, the rule will still categorize a matching transaction, but it stays in the Pending tab until you confirm it yourself.

Here's how to turn it on:

Go to Accounting, then Rules.
Find the rule you want to update and select Edit.
Turn on Auto-post under "Automatically confirm transactions this rule applies to."
Select Save.

Once that's on, any transaction in your Pending tab that matches the rule's conditions gets added automatically, no review needed. Auto-post rules run when you sign in, upload a file, or create or modify an auto-post rule, so it's not scanning your account continuously in real time.

Since auto-post skips your review step entirely, it's worth being a bit selective about which rules you turn it on for. Start with transactions that are always the same, like rent or a recurring software subscription, then expand to others once you've seen it work reliably for a while.

Resource:
Set up bank rules to categorize online banking transactions in QuickBooks Online

Got another question about bank rules? Drop it below and we'll get you sorted.

LieraMarie_A

Level 8

Hi there, @JENNMCCOY.

You've come to the right place to get the answers you're looking for. It's my pleasure to share the steps to set up the auto-add feature. This way, you can get your transactions accepted automatically into your books.

Bank rules in QuickBooks Online are a marvel and can save data entry time. These instructions will ensure your success in enabling the auto-add feature.

Go to the Banking menu and then Rules.
Find the rule and click the Edit button under the Actions column.
Scroll down and turn on Automatically confirm transactions this rule applies to.
Hit Save.

After that, any transactions on the For Review tab that meet the conditions are added automatically. Otherwise, there may be a matter with your browser. When using one like Google Chrome, it saves information from websites in its cache and cookies. Issues may result due to too much historical data stored in your browser. Clearing them will do the trick.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

Chrome: Ctrl+Shift+N
Firefox: Ctrl+Shift+P
Safari: Command+Shift+N

If it works, I recommend clearing your browser's cache so you can access QuickBooks with a clean slate. You can also use a different supported browser.

Feel free to read these article to learn more about bank rules:

I'm excited to hear how it goes. Feel free to post if you need further assistance with managing your bank feeds. I'll be happy to help.

J

jon38

Auto add has not worked for me for months and I am about to move away from Quickbooks entirely. There are so many bugs with the software it is become so frustrating to use. I have gone through all the steps outlined here and they still do not Auto add. I was told this was a known issue that the team is working to fix but like my other issues it has not been fixed and I have not gotten any updates on it.

S

SirielJeaB

Moderator

jon38, your efforts for always connecting with the Community forum are much appreciated. I'll share information about the Auto add feature in QuickBooks Online.

I understand how it can affect your business activities when experiencing challenges in QuickBooks Online. Please know that I hear your sentiments regarding this matter.

We received reports about Bank Rules: Auto-add rules are not auto-adding to books. Our engineers are working diligently to fix this issue as soon as possible. I recommend contacting our Live Support Team to be included on the list of affected users.

Following are the steps to Contact Support:

Sign in to your QuickBooks Online company. Select Help (?).
Click either tab to get started: Assistant or Talk to human.
Search Contact Us, then Start a chat with a support expert.

Check out this article if you want to review your beginning balance and look for issues with accounts you haven't previously reconciled: Fix issues the first time you reconcile an account in QuickBooks Online.

If there is anything else you need help with any QuickBooks-related concerns, feel free to get back to us. You can reach out by posting in our Community forum again. Have a nice day, jon38!

Emma_P

Answer

Community Manager