Quickbooks Online Bank Rules Automation Gone Wild

QuickBooks Online
Written By Kellie Parks, Certified Professional Bookkeeper

Generally, I don’t automate the rules, but often others do. And then it’s a game of Whack-a-Mole when transactions need to be deleted, but an automated rule has added them.

If you have auto-add rules and you delete the transactions, they do what your rules have told them to: they auto-add back into the register.

If books need to be cleaned up or the feeds have gone wild, before you do any work, go into the bank feed rules and un-automate them. 

They will have a little green + in the Auto-Add column.

  1. Click on the ones you need to deal with in the far left column

  2. Batch Actions will appear

  3. Choose “Disable” or “Turn off auto add” 

  4. Pull back transactions from the bank feed, “Categorized” tab, into the “For review” tab

  5. Exclude

  6. Reconcile 

  7. Delete the exclusions from the feed

  8. Rules > Batch click again and “Enable”

This is a quick action to take, and you can easily re-enable them once you've cleaned up the file.

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Kellie Parks, Certified Professional Bookkeeper

Accounting 4 Accountants

I free firm owners from the time and pressure of doing their own books.

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