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David-Laing
Level 1

How can I get the "Reorder" button to appear in the Transaction Rules grid?

In the FAQ: Set up bank rules to categorise online banking transactions in QuickBooks Online Step 1.10: (Optional) To reorder your bank rules priority, select reorder Reorder icon and drag the rule to your desired order. The rule with the highest priority will always be applied first. In the video on the page linked below the reorder icon is shown as the left most column. I don't have that icon in my list Source: https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/set-bank-rules-categorize-onl...
2 Comments 2
Erika_K
QuickBooks Team

How can I get the "Reorder" button to appear in the Transaction Rules grid?

Your efforts in sharing the article you followed are appreciated, David.

 

Referencing the article you provided, if you're a US-based company, you'll have to contact our live support team for assistance. The live representatives are available to assist you with the next steps and guide you through the necessary actions. 

 

Here's how:

 

  1. Go to the Help icon in the upper right corner.
  2. Select the Search tab and hit Contact Us.
  3. Click the Ask about something else tab.
  4. Key in your concern and hit Continue.
  5. Choose a way to connect with us:
    • Have us call you - Get a call from a support expert.
    • Chat with us - Start a conversation with a support expert.

 

You can check out their support hours to determine their availability.

 

On the other hand, if you're located outside the US, clear your browser's cache to refresh the system. Also, ensure you're using a supported and up-to-date browser for optimal QuickBooks performance and an enhanced user experience.

 

Here's an article you can refer to for guidance on reviewing your QuickBooks accounts to ensure the amounts align with your actual bank and credit card statements: Learn the reconcile workflow in QuickBooks.

 

You can always return to this conversation if you have further questions about bank rules management.

spamwich
Level 2

How can I get the "Reorder" button to appear in the Transaction Rules grid?

Yeah, afaik, that particular functionality of the Transaction Rules table has been broken for about a week...as in, it doesn't work. The UI handle that allowed a user to grab a table record and drag-and-drop it above or below other table records is gone. Like, not there. Without it, one can't reprioritize Transaction Rules since there is no other way to change the priority value (I don't think). Nope. Can't do it. Btw, I cleared cache, went incognito, zoomed in/out, logged out/in, tried Chrome, Firefox and Edge. Nothing.

As a result, I can no longer activate specific new rules because new rules are placed at the bottom of the Rules list...below 85 other rules that become increasingly more general as their priority drops. The only way to activate more specific rules is to raise their priority above more general rules. Which I can't seem to do.

It's been a lot of fun.