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Fix transactions affected by outdated rules

by Intuit Updated 7 months ago

We recently identified and fixed an issue with our rules functionality in QuickBooks Online that might have impacted some of your transactions. Your action is required to review and edit any affected transactions.

What happened

Outdated rules might have been mistakenly applied to your bank transactions imported between 10/11-10/31/2023. This might have affected multiple bank accounts. 


The issue is now fixed and rules can be edited and correctly applied to transactions.

We created a filter called “Outdated rules” in the Categorized tab for you to see the affected transactions. Use the following steps to review the transactions that may have been affected for each of your bank accounts, and make edits as needed. 

This filter will be available until 4/30/2024.

Fix affected transactions

  1. Go to Transactions, then Bank transactions
  2. In the Categorized tab, filter by Outdated rules to see all affected transactions. 
  3. Edit or Undo any transactions with incorrect details.
  4. Repeat this for each of your linked bank accounts.

Note: your transactions will remain visible in the Outdated rules filter, even when you make changes.

Additional Details

This error occurred to some auto-add rules that were recently edited.

Edited rules include ones that were deleted, or had changes to their:

  • Category
  • Logic conditions
  • Payee
  • Rule type
  • Transaction type

Affected transactions might have outdated information applied for the items listed above. This could cause unexpected results for your books.

You can also contact Support for additional assistance.

We apologize for any inconvenience this may have caused you.

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