Thanks for taking the time to post here in the Community, Peter Vaughn.
I'm happy to lend a hand with the bank rule that was automatically applied and needs to be changed in QuickBooks Online.
To undo automatically created bank rules in QuickBooks Online, you can either edit the rule to disable the "auto-add" function or delete the rule entirely. For transactions already created by the rule, you can undo them in the Bank Transactions or Bank Register section.
Here's how to disable or delete a bank rule:
- Go to Banking and then click the Rules tab.
- Find the rule you want to change.
- To disable auto-add: Click Edit and scroll down to find the option for "Automatically confirm transactions this rule applies to." Click the button to turn it off and click Save.
- To delete the rule: Click the dropdown arrow next to Edit under the Actions column, select Delete, and confirm.
Additionally, these steps allow you to undo transactions already added by the rule:
- Go to Transactions > Bank Transactions.
- Find the transactions that were added by the rule. You can use search or filtering options to find them.
- Select the transactions and click the Undo button or option to remove them from the bank feed.
The following article offers info about setting up bank rules to categorize online banking transactions in QuickBooks Online.
Please don't hesitate to drop a comment below if you have any other questions. The Community always has your back.
