Automatic Posting from the Bank Feed in QBO

@Jeff the dreaded "amazon could be anything" !! 

We provide bookkeeping to about 200 clients monthly and "work" the bank feeds.  While we setup rules as much as possible, we never set them to automatically post.  We want to review them from the bank feed just to make sure.  For instance, in many cases something like Amazon purchases, companies may put to Office Supplies, but what if they buy a computer or something that needs to be capitalized?  We would miss that if it automatically posted.  Additionally, if we have to do cleanups and basically delete some postings that may be doubled up or wrong, it pushes back to the bank feeds and automatically reposts!  Like Rachel, we do much of this ourselves and don't want our clients to work the bank transactions because they mess it up most of the time. 

John:  automatic posting of what?  If you mean payouts (money in) generally speaking no.  I ALWAYS set up whatever automation tool I am using (A2x, synder, etc) to post the actual transaction, and then match all bank feed data to it when it comes in.  I typically do NOT have any clients that manage their own bank feeds, because it is just too complex for them to understand many omnichannel payment methods coming in. For money out, I am also inclined to set up a match.  Although I prefer clients to not touch the bank feeds, many have admin staff that will create checks, bills, receive payments, deposits, and such that we get the majority of things matching. Anything else, I like to create a rule.