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BlankWardrobe
March 8, 2024
Question

Change Rule for transaction but I don't want to change past transactions

  • March 8, 2024
  • 1 reply
  • 0 views

I had Quickbooks full service, but I no longer have that service.  This transaction was split into two categories (legal and professional services and office supplies and software).  I would like to add the transaction, but I get an error message whenever I try to add the transaction due to this rule that was set up to split the payment into the two categories previously mentioned.  Currently, I only pay $60.00 for QuickBooks, but I cannot classify it as office supplies and software without getting an error message.  I need to change this rule so the transaction can be added in the future, but I do not want to affect past transactions.  

 

I previously paid $60 for Quickbooks and $200.00 for the full service. I would greatly appreciate any help.  

1 reply

DivinaMercy_N
DivinaMercy_N
March 8, 2024

I'm here to help, @BlankWardrobe 

In QuickBooks Online (QBO), when you edit a rule the changes will only apply to those transactions that are in the For review tab. It won't affect the past transactions. 

To do so, refer to these steps:

  1. Navigate to the Transactions menu and select Rules.
  2. From there, locate the rule you want to update and select Edit.
  3. Set the changes you want and select Save when done.

 

For more information, check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

I also include this helpful resource that you can use as a guide in case you want to reconcile your account in QBO: Learn the reconcile workflow in QuickBooks.


I'll be here ready to lend a hand if you have other concerns editing your rules in QBO. Please don't hesitate to leave a reply below. Have a good one.

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