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C
chillywillys2015
August 30, 2020
Question

How do I get rid of an Auto-Add Rule?

  • August 30, 2020
  • 2 replies
  • 59 views
No text available

    2 replies

    MJoy_D
    MJoy_DQuickBooks Team
    QuickBooks Team
    August 30, 2020

    I can show you how to get rid of the Auto-Add Rule feature in QuickBooks, @chillywillys2015.

     

    You can edit the rule that you’ve created and then turn-off the Auto-add feature. 

     

    Let me show you how:

     

    1. Click the Banking menu and go to the Rules tab.
    2. Find the rule that you want the Auto-add feature to get rid of and click on the Edit link below the Actions column.
    3. On the Edit rule window that appears, scroll down and click the button under the Automatically confirm transactions this rule applies to option.
    4.  Click on Save once you're done.

    Check the following article for more information: Setup bank rules to categorize online banking transactions in QuickBooks Online.

     

    Also, you can read on the following article on how to categorize and match online bank transactions in your QuickBooks Online (QBO) account. 

     

    I'm always here if you need more help with your bank transactions. Take care and have a great rest of the day!

    L
    lchmp
    September 10, 2020

    I have transactions that have auto-add and rule next to them in quickbooks but they do not show up under the Rules tab.  So I am still not able to remove them following these instructions.  How can I stop those transactions from being auto-added?

    M
    MaryAnn_E
    Level 4
    September 10, 2020

    Hi there, @lchmp.

     

    Before turning off the  Auto-add feature, you might want to undo those transactions on your Review tab to categorize again.

     

    We can use the filter function to locate your bank transactions easily. Let me show you how:

    1. In the Banking window, go to the In QuickBooks tab.
    2. Click the Filter option (funnel icon) and choose the rule you used for that transaction. If you're unsure of the rule, you can choose All.
    3. Select a date range in the Date field.
    4. Click Apply.

     

    You can also sort the transactions using the column headers (DATE, DESCRIPTION, and AMOUNT).

     

    After that, you can locate and undo the added/matched bank transaction.

     

    Here's how you would undo them:

     

    1. Click the Banking tab in the left navigation bar.
    2. Make sure the correct account that you need to work in is highlighted in blue at the top of the page.
    3. Select the In QuickBooks tab.
    4. Place a checkmark in the box(es) for the transactions you'd like to undo.
    5. Click the Undo button that appears at the top of the list.

     

    This article will give you additional details on using the adding and matching feature for the bank feed in QuickBooks Online: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Add-and-match-Bank-Feed-transactions/

     

     I'm only a post away if you have any additional questions. Take care and wishing you the best.

    1
    123146363230169
    September 25, 2022

    Even I faced the same problem. 

    I have created the wrong rule and selected Auto apply option. After that i have deleted the rule directly.

    But now the rule has been created all the bank transaction and i am not able to modify it. 

    The auto apply option has been applied for the data from the initial date. 

    I can not edit the rule because i have deleted the rule. 

    How to remove the Auto apply and come out from this situation

    MJoy_D
    MJoy_DQuickBooks Team
    QuickBooks Team
    September 25, 2022

    I'm here to share some information about removing the transactions from the auto-add after deleting the rule, @123146363230169.

     

    Yes, you can no longer edit the deleted rule. You can undo those transactions that you've added to that rule one by one. Doing so will put it back in your For Review tab. 

     

    The option to automatically delete the transactions associated with the rule, once you've deleted it will be a great addition to the current features that we have, so I'll take note of it. 

     

    I also encourage you to leave feedback from within the product. Here are the steps:

     

    1. Go to the Gear icon and select Feedback.
    2. Provide your product suggestion.
    3. Click on Next to submit feedback.

     

    You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

     

    Once you're done, here's a guide that can help you recreate the bank rule and guide you on what to do if your bank rules aren't applying to transactions: Setup bank rules to categorize online banking transactions in QuickBooks Online.

     

    Let me know if you need further help with your rules by leaving a reply below. Have a great rest of the day!

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