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jfakenney
January 14, 2020
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I have created rules in QB Online and I need to apply them to transactions from last year. How can I apply rules retroactively. (just re categorizing)

  • January 14, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by Emily M

Thanks for getting back in touch, @jfakenney.

 

I’m happy to further assist you with moving transactions back to the For Review tab. You can undo an added bank transaction. If you want to get rid of an added transaction entirely and start from scratch, you can Undo it.

 

Let me guide you how:

  1. Go to Banking.
  2. Select the blue tile for the account you want to review.
  3. Pick the Reviewed tab.
  4. Find the transaction you want to undo.
  5. Choose Undo from the Action column. This removes the added record from your accounts in QuickBooks.
  6. Go back to the For Review tab. Edit and categorize the transaction the way you want to.

To batch action those transactions, you’ll put a Check Mark in the box beside each transaction and then click on Batch Actions and choose to Modify Selected.

 

Here’s a helpful article about moving and reviewing bank transactions:

https://quickbooks.intuit.com/learn-support/global/banking/unmatch-or-move-bank-transactions-after-reviewing-them/00/381477

 

Hit the reply if you have other questions.

1 reply

Anna S
Anna S
January 14, 2020

Good afternoon, @jfakenney.

 

Nice to have you here in the Community. I'm happy to provide insight into banking rules for you.

 

QuickBooks Online offers banking rules to categorize transactions in the Banking tab accurately. These rules apply to unaccepted transactions (transactions on the For Review tab of the Banking screen) ONLY. Meaning the categorizing only applies to transactions that are currently coming in from your bank that need to be accepted. This article on Using Banking Rules outlines how the rules work.

 

Should you need any further information, please do not hesitate to contact me. Wishing you continued success now and in the future.

J
jfakenneyAuthor
January 14, 2020

Thank you!  Is there a way to move those transactions back to For Review so the rules will apply?  

Bascially I've got hundreds and hundreds of transactions I have to go in and change the account for manually if I can't use the rule.  Is there any way to batch update a list of transactions, etc or do they all have to be updated one at a time?

E
Emily MAnswer
January 14, 2020

Thanks for getting back in touch, @jfakenney.

 

I’m happy to further assist you with moving transactions back to the For Review tab. You can undo an added bank transaction. If you want to get rid of an added transaction entirely and start from scratch, you can Undo it.

 

Let me guide you how:

  1. Go to Banking.
  2. Select the blue tile for the account you want to review.
  3. Pick the Reviewed tab.
  4. Find the transaction you want to undo.
  5. Choose Undo from the Action column. This removes the added record from your accounts in QuickBooks.
  6. Go back to the For Review tab. Edit and categorize the transaction the way you want to.

To batch action those transactions, you’ll put a Check Mark in the box beside each transaction and then click on Batch Actions and choose to Modify Selected.

 

Here’s a helpful article about moving and reviewing bank transactions:

https://quickbooks.intuit.com/learn-support/global/banking/unmatch-or-move-bank-transactions-after-reviewing-them/00/381477

 

Hit the reply if you have other questions.

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