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Join nowHi there, @jayne15. I'd be delighted to help you in categorizing those transactions properly.
Bank rules in QuickBooks Online are a marvel and can save data entry time. It helps automatically categorize and add transactions for you. If QuickBooks already added the transactions before you deleted the rule, you can undo them from the Categorized tab.
Here's how:
The screenshot below shows you the last three steps.
Once done, the transaction will go back to the For Review tab. Then, you can recreate the rule and make sure to select the correct category.
Here's how:
Feel free to read this article to learn more about bank rules: How to Set and Use Banking Rules for Downloaded Transactions.
For more in-depth information about bank feeds in QuickBooks, refer to these articles:
Should you need further assistance in managing your bank feeds, please know I'm always available here to help. Have a good one.
Hi @jayne15,
Hope you’re doing great. I wanted to see how everything is going about working with bank rules. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead.
Is there a way to undo all transactions the rule was applied to at one time
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