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Get 50% OFF QuickBooks for 3 months*
Buy nowHi there, LibbyVB.
I totally get how important it is to manage your finances. It's crucial to keep everything organized and accurate. If you've reconciled those transactions, we can undo them, don't worry. We can take care of that for you and make sure your book stays in tip-top shape.
Here's how:
On the other hand, if you set up bank rules, these rules allow the software to automatically categorize transactions based on patterns it recognizes in your spending habits. However, it's important to note that this automation isn't foolproof. If you want to maintain more control over your categorization, it's best to disable or delete these rules and manually categorize your transactions.
For more detailed information about banking rules, you can refer to this link: How to set and use banking rules for downloaded transactions.
Once everything is set, you can start reconciling your accounts anytime.
If you have questions or need further help with QuickBooks, please visit us anytime. You can also mention my name in your posts. I'll be right here to assist you.