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I can help share some insights about bank rules in QBO, ropemckenna-gmai.
The new bank rules will only apply to the transactions that are on the For Review tab. It will not retroactively apply to your past downloaded transactions. As a workaround, you'll want to undo previously matched transactions to apply the new bank rule.
I'll show you how to do it:
The steps will then moved the transactions back to the For Review tab.
Besides, you can add the auto-add feature so that transactions that meet the conditions will be added automatically.
If you have any additional banking concerns, please click the Reply button. I'll be here to help.
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