The Boost vendor cleanup is great except when there is an auto-add bank rule in place. If the Vendor is updated via Boost, the rule remains unchanged. So every time the rule runs, Boost picks it up as needing a vendor change.
Is it possible to have Boost update the Payee in existing bank rules?
Great question@Dan Kaminski and really appreciate you raising this up. Currently, QuickBooks doesn’t allow us to make those changes. If you’re trying to clean up the vendor name or switch to a different vendor, there are a couple of options.
Separately, if you can share the specific transaction or more details over private message, we can also dig in more!
Great question@JAM , I’m chatting with the team about this and will keep you updated. It’s a good point!
Digits wants to do a vendor cleanup from Marriott to Four Points by Sheraton.
Any future transaction with “Four Points” will still use the Payee “Marriott” because of the bank rule.
This will in turn cause a loop for Digits to suggest the vendor cleanup again.
Thanks@Dan Kaminski , this is very helpful! We’re digging into this and will keep this thread updated with our progress.