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Everything you need to know about banking in QuickBooks Online - Discover more
paulward10-aol-c
Level 1

Can anyone tell me how to delete a rule

can anyone tell me how to delete a rule please, asking qb is like trying to extract teeth with tweezers
4 REPLIES 4
KlentB
Moderator

Can anyone tell me how to delete a rule

Thanks for reaching out to us, paulward10-aol-c.

 

I’m here to guide you in deleting your bank rules in QuickBooks Online. Feel free to follow the steps I've listed below:

 

  1. Select Banking from the sidebar menu.
  2. Go to the Rules tab, then find the rule you want to remove.
  3. Under the Actions column, click the drop-down arrow beside Edit
  4. Select Delete, then choose Yes to confirm the action.

 Additionally, here's an article that you can read to help review your downloaded online banking transaction: Categorize and match online bank transactions.

 

Just add a reply below if you need more help in accomplishing your other tasks in QBO. I've got you covered.

beth-bethallen
Level 1

Can anyone tell me how to delete a rule

I dont have banking in my sidebar menu so cant work out how to delete a transaction rule?  Can anyone help?

Ashleigh1
QuickBooks Team

Can anyone tell me how to delete a rule

Hello Beth-bethallen, thanks for posting on this thread, so you might be saying the word “transaction” instead of banking. If you click on transaction you will then see the option for banking.

EmmaB17
Level 1

Can anyone tell me how to delete a rule

Hi I can't see a rules tab on my laptop menu on the Transactions page. Can you please let me know if there if another way? Thanks :)

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