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February 14, 2021
Question

How do I recover deleted bank rules ?

  • February 14, 2021
  • 1 reply
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1 reply

Rebecca R
February 15, 2021

Hello darwish1 and welcome to the Community!

 

I love that you're taking advantage of the option to create Bank Rules in QuickBooks Online. This makes the process of adding and categorizing your transactions effortless, because QuickBooks does all the work for.you. Deleting a rule unintentionally can be a nuisance, so I hear you when you say you want to know how to recover it. Let me point you in the right direction.

 

There isn't actually a way to recover a deleted bank rule. Once it's been deleted, the only trace left will be in the Banking tab of the Transactions menu, or the Audit Log. If you navigate to the audit log you'll be able to see when the rule was created, edited, and deleted, but it won't give you details on the nature of the rule. However, if you check out the Categorized tab of the Banking page, you should be able to locate a transaction that was categorized using that rule, and click the Auto-add or Rule block in the Rule tab to review some of the details. Take note of these details so that you can use them to re-create the rule.

 

To recreate the rule, simply hit the Rules tab within the Transactions menu and hselect New rule, or create one from a transaction in the For review tab of your bank feed. In the future, if you'd like to stop using a rule temporarily, you can navigate to the Rules page and use the dropdown in the Actions column to choose to Disable the rule. This keeps it saved so you don't lose the details, but prevents it from actively categorizing your transactions. When you're ready to reactivate the rule, simply hit Enable from the Actions column. 

 

Let me know if there's more I can do to help. It's what I'm here for. Take care!