Hey Matthew, are you trying to set up bank rules? If so, it doesn't require you to add a product or service. The pop-up message you saw might be due to a browser-related issue. You can perform a troubleshooting step to fix it. I'll show you how.
Log in to your QBO account using an incognito window to check if the browser is causing the error.
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
- Firefox: Shift + Ctrl + P
If the error is gone, clear the cache of your regular browser to improve QuickBooks performance. You can also use other supported browsers to refresh website preferences that might be causing problems with QuickBooks.
Additionally, here's an article with additional tips about rules: Set up bank rules to categorise online banking transactions.
I'm ready to help you anytime if you need help fixing other errors within QuickBooks.
