Transaction Rules

Hi there, @KLeguyonne.

I understand your concern about adding more information to recurring expenses that have already been approved. 

In QuickBooks Online, bank rules are designed to streamline the categorization and processing of unapproved transactions. Since the approved ones are already in your records, applying new rules directly isn't possible. However, you can manually add supplementary information to these transactions. 

Here's how:

1. Go to the Gear icon and then Chart of Accounts.
2. Select your bank account.
3. Find the approved entry and expand its view by clicking on it.
4. Select Edit.
5. Manually add the information you need.
6. Save your modifications by clicking Save and Close.
7. Confirm your actions by selecting Yes.

Alternatively, you can undo the transactions in the Categorized tab. This will move them back to the For Review tab, allowing you to apply the rule to them.

Additionally, it's important to regularly reconcile your bank accounts to ensure that all the payments and expenses are accurately recorded.

Feel free to reach out if you have more questions or if there's anything else I can assist you with managing bank entries. I'm always here to assist.

No, but you can open the rules tab in the banking screen and create a rule from scratch for a transaction that is no longer in bank feeds.  I would go into the transaction you are trying to create the rule for and copy the bank text to ensure the rule will work as new transactions are downloaded from the bank.