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QuickBooks Team

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Let's review the transactions that use bank rules to automatically categorize transactions from your bank, @AvanteTec.

 

You can go to the Categorized section and filter it to Any rule to view all the transactions that we're automatically categorized using rules.

 

Here's how:

  1. Go to the Banking menu and choose Bankingbankrules1.JPG
  2. Click on the Filter icon and choose Any rule.     bsnk rules2.JPG

From here, you can now edit the transactions. Check this article for more information: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

The feature to specifically view the transactions under a specific rule is currently unavailable. Also, here's how to categorize and match online bank transactions in QuickBooks Online.

 

Let me know if there's anything that I can help you with your bank transactions. I'm always here to help. Have a wonderful day!

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