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August 23, 2023
Question

If categorised transactions in bank using the Rule has been changed after few days automatically can any one help on that?

  • August 23, 2023
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1 reply

August 23, 2023

I would be happy to provide you with information on how bank rules work in QuickBooks, akshata.

 

Bank rules in QuickBooks Online (QBO) are created to help automatically sort transactions based on predefined criteria. It is important to note that any changes to it will only affect future transactions, and those that have already been categorized will stay the same unless you manually modify them.

 

You can use this article for additional details about the process: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Furthermore, QBO offers a bank reconciliation feature that assists users in matching their bank transactions with the corresponding entries in QBO. This ensures accuracy and helps identify discrepancies or errors in the financial records. Check this link for more info: Reconcile an account in QuickBooks Online.

 

Get back to this thread if you require further assistance with bank rules in QBO or managing your accounts. I am here to support you at any time.