Rule error (my mistake!)

Welcome to the Community, @Mr Tangerine Man.

Let me help you correct this to ensure the transactions look fine when returned to the For Review tab.

Yes, you can do a couple of journal entries to correct this. When sales transactions are deleted from QuickBooks, it will leave a discrepancy in your bank reconciliation.

So what we'll do, is to follow the happy path. I suggest deleting the incorrect bank rule and then undoing the transactions from the Categorized tab to ensure the bank feeds won't auto-confirm once you undo them.

Here's how:

1. Go to the Bookkeeping menu and then select Rules under Manage.
2. Find the rule in question.
3. From the Actions column, click the drop-down arrow beside Edit.
4. Select Delete.
   
5. Hit Yes to confirm.

Once done, you can go to the Categorized tab to undo transactions. Let me show you how:

1. From the Transactions window, select Categorized.
2. Check the box beside the Date header or check multiple transaction boxes.
3. Select Undo.
4. Hit Continue.

The transactions have now returned in the For review tab. Then you'll want to set a new rule that will help auto-categorize your transactions. I'm adding this reference for more insights: Unmatch downloaded bank transactions.

Additionally, I like to share these articles to learn more about handling online transactions and how you can secure your books later:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Let me know if you need a helping hand. I'm always here to assist. Keep safe and more power to your business!

Fantastic!!!

This worked perfectly....thank you!!!

Dave

I'm delighted you figured out the perfect solution, @Mr Tangerine Man. 

Here in the Community, we always aim to get you back on track. Never hesitate to add your comment below if you need further assistance.

We are always here for you.