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February 9, 2026
Question

how should we edit rules

  • February 9, 2026
  • 1 reply
  • 0 views

I had set wrong rule on bank transaction, i need to edit the account to make it correct

1 reply

QuickBooks Team
February 9, 2026

Hello there.

 

You can go to the Rules section to view and edit the account.

 

Here's how:

 

  1. Go to the Gear icon, then select Rules.
  2. Locate the rule you want to modify and click Edit under the Actions column.
  3. From there, hover over Category and click the dropdown arrow next to it, then select the correct account.

 

Feel free to leave a response below or return to this thread if you need further assistance.