Editing a Rule and Applying Changes Retroactively

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@edassoc 

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

I don't think so, sorry!

Thanks for the details, edassoc.

The banking rules will apply to the transactions that are on the For Review tab. That said, it will not retroactively apply to the previous one. However, we can undo the previously matched transactions to apply the edited rule.

Let me guide you with these details:

1. From the Banking tab, select Banking.
2. Go to the Reviewed tab.
3. Select the transactions.
4. Click the Undo button, and then select Continue to undo the transactions.

Once done, the transactions will go back to the For Review tab.

You can also add the auto-add feature so that any transactions that meet the conditions will be automatically added. You can check this article for the steps to do it: Consider the auto-add option.

I'm just around if you still need help. Stay safe!

Excellent. Thank you. I  will keep you informed.

Do you know the process to apply edited rules in 2019 Desktop Pro?

Hello there, alkodceo. 

QuickBooks creates rules as you enter or add the transactions then applies them to the remaining unmatched transactions. Applying edited rules to QuickBooks Desktop 2019 pro isn't possible for the unsupported version. 

To learn more about this one, see the article: Use renaming rules for Bank Feeds.

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

You can touch base with us if you have any other questions. I'll always be around to help.