Vendor cleanup change payee on bank rules

Related products: Digits Boost (Labs)

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.

  • Use the rename option to change vendor name in QBO to match what Digits has been suggesting
  • Change the view in Digits to be yearly and use bulk select

Separately, if you can share the specific transaction or more details over private message, we can also dig in more!


@Michael Looking at this, if Digits can see that the posting was entered by a rule, could it be set up so a separate alert gets sent out so we can make a note to manually go back and update the rule?

 

 


Great question @JAM, I’m chatting with the team about this and will keep you updated. It’s a good point! 


@JAM or @Dan Kaminski In digging into this more with the team, could you share a specific transaction or two and the client that you know was classified as a rule? We’d like to dive a bit deeper into the specifics coming from QBO to see if we can alert you on these.

 


@JAM or @Dan Kaminski In digging into this more with the team, could you share a specific transaction or two and the client that you know was classified as a rule? We’d like to dive a bit deeper into the specifics coming from QBO to see if we can alert you on these.

 

@Michael please see the attached screenshot. Client has a rule to categorize any transaction with “Four Points” with the Payee Marriott.

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.