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August 30, 2025
Question

I edited some rules. How do I run them on my completed transactions?

  • August 30, 2025
  • 1 reply
  • 5 views

Can I re-run my rules?

1 reply

QuickBooks Team
August 30, 2025

You're unable to directly re-run bank rules on transactions that are already categorized, e14.

 

To apply the bank rules to your completed transactions in QuickBooks Online (QBO), you'll need to Undo in the categorization page so they are moved back to the For Review tab.

 

Here's how:

 

  1. Log in to your QBO account.
  2. Click the My apps menu and select Accounting.
  3. Choose the Bank transactions.
  4. In the categorized page, click the Undo.

 

Please see the screenshot for reference:

 

If you need more guidance, please add your comment below.