How to Remove Auto Add Rules in QuickBooks Online
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- Äas pĆidĂĄn 6. 08. 2024
- The Bank Feed Rules in QuickBooks Online is one of the most powerful features of this cloud platform... when they are used correctly!
A common mistake that people make is turning on the "Auto Add" portion of a rule. When this is turned on you do not have the option to review the transactions before excepting them into your company file.
If you find yourself stuck in a company file filled with auto add rules, this video will teach you how to quickly remove the auto add function without updating them one at a time!
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In less than 10 secs he has started explaining his topic. PERFECT! When I am working and need help I don't need a three minute intro re-explaining what the title of the video has already told me. I just need to know what I came here to learn. Perfect video. Thank you!
Thank you for this awesome comment!! I am always trying to improve my videos and focus on adding chapter markers so people can skill all the stupid stuff up front if they don't need to see the whole video! Thanks again!!
Thanks for this! Super helpful!!
Wonderful video Matthew! Thanks so much for sharing this method!
Glad it helped out Melissa!! Thanks for watching!!
Thank you for this video, it was extremely helpful.
Glad it was helpful!
Saved me so much time! Thanks,
Glad it helped!
This is really slick!
A couple years ago I reverse engineered the bank rules so I can make them in Excel in bulk. If there is interest, I will do a video breaking down the different parts of the bank rules so people can do the same thing!
How do I auto add to all rules?
Big thumbs up!!
Thank you so much!!
Brilliant...
Thank you Hector!! That means a lot coming from you!
Just tried this out of faith and now I can't import any rules! Damn! Everything looks good in the "Select Rules" Section, but when I get to set rule details it won't let me move forward. All the Payees are matched, all classes matched, but it does not have a drop down box to match categories... I tried it in incognito mode as well same issue.
when i import the rules it says "somethings not right" could not upload file. Anybody else?
I am getting an error when I try to upload, "Sorry, this isnât the correct file type. You can only import a file that was exported from the Rules page in your other company." trying this in Aug 2022. Did an update block this ability?
Followup - Do you have to delete all the existing rules if you made a name edit for each old rule? (maybe that explains my question above?)
The screen is not clear, kindly can you make another video like this with more clear screen so I can watch it properly.
Thank you for watching and commenting. Sorry the image was blurry for you. I always try to record in 1080p or greater. Good news though, QuickBooks Online has made it much easier to remove the auto-add rules right from the rules page. You can select a drop down box on the left side of the rules table to quickly remove all auto-add functionality while retaining the rules.
Hi Mathew. You should remove this video. QB changed the way to remove Auto-Add. Just hover over "Banking" and then click on "Rules". Then just do what you need to do with them.
HI @gabrielwajner1600
I just went into QuickBooks Online to look at what you are suggesting. I know that you can manually go through and change one rule at a time BUT if you have a lot of auto add rules, this is a trick to try to speed things up a bit.
I cannot tell you how many times I have jumped into a company's file and found 30-50 auto add rules causing challenges.
@@Parkwayinc Perhaps we have different versions of QB. In mine, click on âBankingâ, then click on âRulesâ (upper left of the screen), when it shows all your Rules you check each rule you want to modify (little square box on the left of each rule) and then click on âBatchâ. This way I do them all at the same time. I actually got rid of over 50 âauto-addâ in less than 30 seconds.