If Your MindBody Payout Rule Stopped Working

A QuickBooks bank rule recognizes each MindBody payout by the name your bank prints on it. MindBody changed that name on September 3, 2026. Many rules stopped recognizing the payouts after that, and the payouts started waiting in the bank feed again. Updating the rule to the new name fixes it.

If you haven't set up a rule yet, start with Clearing Accounts 101.

To see the name your bank is using now:

1. In Bank transactions, on the Pending tab, click one of the payouts your rule missed.
2. Look at the BANK DETAIL line, and keep it open for the steps below. Each bank prints this line a little differently.

To fix the rule:

1. Go to All apps, then Accounting, then Rules.
2. Click Edit on your payout rule.
3. Check that it applies to Money in, in the bank account your payouts arrive in.
4. Set the condition to Bank text, then Contains. In the box next to it, type the processor's name exactly as it appears at the start of your BANK DETAIL line, and stop before the letters and numbers that change on every payout. For example, if your BANK DETAIL line reads MINDBODY Payment MINDBODY P ST-Q1A6Y3F7J7D8, type MINDBODY Payment.
5. Click Test rule. It should say the rule will apply to your waiting payouts. If it says 0, check what you typed against the BANK DETAIL line, letter for letter. (If you have been recording the payouts by hand and none are waiting, 0 is what you should see.)
6. Make sure Auto-post is turned on.
7. Click Save. The waiting payouts are transferred to your clearing account right away.

Don't click Add on the waiting payouts while you do this. QuickBooks often suggests Sales for them, which would count that money as income a second time.

Would you rather we did it? Send us a message and we'll fix the rule for you.