QB Issue Resolution:

I’m happy to further assist you with moving transactions back to the For Review tab. You can undo an added bank transaction. If you want to get rid of an added transaction entirely and start from scratch, you can Undo it.

 

Let me guide you how:

  1. Go to Banking.
  2. Select the blue tile for the account you want to review.
  3. Pick the Reviewed tab.
  4. Find the transaction you want to undo.
  5. Choose Undo from the Action column. This removes the added record from your accounts in QuickBooks.
  6. Go back to the For Review tab. Edit and categorize the transaction the way you want to.

To batch action those transactions, you’ll put a Check Mark in the box beside each transaction and then click on Batch Actions and choose to Modify Selected.

 

Here’s a helpful article about moving and reviewing bank transactions:

https://quickbooks.intuit.com/learn-support/global/banking/unmatch-or-move-bank-transactions-after-r…

 

Resolution for Issue 'I have created rules in QB Online and I need to apply them to transactions from last year. How can I apply rules retroactively. (just re categorizing)' available: Yes (Solved).
Source: Intuit Community forum.

I have created rules in QB Online and I need to apply them to transactions from last year. How can I apply rules retroactively. (just re categorizing): this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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