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Level 1

Is there some way to apply edits to banking rules retroactively?

I have a contract with a vendor. I provide a weekly service and receive a weekly payment. Unfortunately, because the vendor uses PayPal to pay me, there is always a fee. I have set up a rule in QuickBooks that assigns the PayPal transfer for the net amount to be recorded as Sales Income. This means that I have to manually add in the total amount of fees as an Expense at some point before the end of the year. I have already edited the rule to include a split, with the net proceeds recorded as Income, and the Fee recorded as an Expense. However, after making the edit to this rule, the change was not applied retroactively across all previous transactions. Is there some way to apply edits to banking rules retroactively?
2 Comments
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Level 11

Is there some way to apply edits to banking rules retroactively?

@edassoc 

 

Is there some way to apply edits to banking rules retroactively?

 

I don't think so, sorry!

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Moderator

Is there some way to apply edits to banking rules retroactively?

Good day, edassoc.

 

It seems like this is a duplicate post. You can go to this link to view my response: https://quickbooks.intuit.com/learn-support/en-us/banking/re-editing-a-rule-and-applying-changes-ret....

 

Feel free to get in touch with me if you have other concerns. Thanks for dropping by!

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