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Everything you need to know about banking in QuickBooks Online - Discover more
pwge17
Level 1

Why do some of the characters in my banking feed keep changing? I find this is preventing rules from being picked up and I am having to tweak them. Why is this?

 
1 REPLY 1
Catherine_B
QuickBooks Team

Why do some of the characters in my banking feed keep changing? I find this is preventing rules from being picked up and I am having to tweak them. Why is this?

Hello there, pwge17.

 

I'd like to ask if what bank you're using so I can look into our list of reported issues about the bank feeds.

 

Also, QuickBooks relies from what your bank shares to us. Meantime, you'll want to manually manage these transactions by adding or matching them individually or by batch.  

 

You can also manually upload bank transactions so they'll be recognized by your bank rules. Here's how: 

  1. Download the specific date range from your bank. 
  2. Save it to the file format that QuickBooks supports. 
  3. In QuickBooks, go to the Banking page. 
  4. Click File upload at the upper-right. 
  5. Follow the onscreen instructions until you'll successfully import them. 

Keep me posted if you have further questions. Just leave your reply below. 

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