Hi, how to resolve this error with new rules? "QuickBooks can't apply this rule because some of its details (payee, account, class, or location) no longer exist."

Hi there, cbrhealthcareltd.

The error you received usually appears when one of the details like payee, account, class, or location from created bank rule is inactive in your QuickBooks account. To resolve this, I suggest checking the status of the said factors that were assigned in the rule. Then, make them active in the system.

For Payee:

1. Click the Sales menu at the left panel.
2. Choose the Suppliers section.
3. Click the small Gear icon. Then, checkmark the Include inactive.
4. Click anywhere on the page.
5. Find the inactive payee that shows deleted on the page. Then, click the Make active link.

For the Class or location:

1. Click the Gear icon at the upper right corner.
2. Choose All lists under the Lists column.
3. Select the small Gear icon and checkmark the Include inactive box.
4. Click the Make inactive link.

Then, click this article to see steps on how you can make an account active again: Delete an account on your chart of accounts in QuickBooks Online. 

Once done, you can go back to the Rules page and you'll be able to see the error disappear and the rules created will now apply for the future entries. For additional information on how bank rules automatically categorize transactions from your bank, you can refer to this article: Setup bank rules to categorise online banking transactions in QuickBooks Online.

Please also check this article on how to review your downloaded entries by matching or adding them to avoid duplicate transactions: Categorise and match online bank transactions in QuickBooks Online.

Reach back out to me if you have any other questions. I'm here to help you out. Take care!