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Best answer May 05, 2020
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I have an alternative method you can perform to select another bank rule when reviewing transactions, @hannah-cobban.
QuickBooks Online (QBO) automatically applies your banking rules to the transactions based on the closest details. Also, we use the one with the highest priority in the Rules tab. Because of these, there isn't a way to choose another bank rule from the For Review tab.
As an alternative, I'd suggest reordering your rules to change a rule's priority. Just go to the Rules tab. Then, point the cursor to the nine small bullets icon and drag it. View the screenshot below for your visual reference.
Once done, let's disable the incorrect rule by opening the transaction. This way, the program will automatically apply to the second rule in line. I'll guide you how.
- Go to the Recognised section in the For Review tab.
- Open the transaction.
- Click the rule applied.
- Toggle the Enable rule option to disable it.
- Choose Save.
The screenshot below shows you the last two steps.
In the meantime, I recommend visiting this website: QBO UK Blog. It helps you learn more about our product innovations. Also, you can enter your Email address and click Subscribe in the Let's stay in touch section. Doing so will help you get the latest tips, advice, and resources straight to your inbox.
Moreover, you can always go back to the Rules tab. From there, you can edit, copy, enable, disable, or delete a rule as seen in the screenshot below. It helps you ensure your rules are up to date in the software.
You can count me in if there's anything else you need. Take care always, @hannah-cobban.
I have an alternative method you can perform to select another bank rule when reviewing transactions, @hannah-cobban.
QuickBooks Online (QBO) automatically applies your banking rules to the transactions based on the closest details. Also, we use the one with the highest priority in the Rules tab. Because of these, there isn't a way to choose another bank rule from the For Review tab.
As an alternative, I'd suggest reordering your rules to change a rule's priority. Just go to the Rules tab. Then, point the cursor to the nine small bullets icon and drag it. View the screenshot below for your visual reference.
Once done, let's disable the incorrect rule by opening the transaction. This way, the program will automatically apply to the second rule in line. I'll guide you how.
- Go to the Recognised section in the For Review tab.
- Open the transaction.
- Click the rule applied.
- Toggle the Enable rule option to disable it.
- Choose Save.
The screenshot below shows you the last two steps.
In the meantime, I recommend visiting this website: QBO UK Blog. It helps you learn more about our product innovations. Also, you can enter your Email address and click Subscribe in the Let's stay in touch section. Doing so will help you get the latest tips, advice, and resources straight to your inbox.
Moreover, you can always go back to the Rules tab. From there, you can edit, copy, enable, disable, or delete a rule as seen in the screenshot below. It helps you ensure your rules are up to date in the software.
You can count me in if there's anything else you need. Take care always, @hannah-cobban.
