Is there a way in the mobile app to disable the prompts to “create a rules for x”? When swiping many purchases to classify them this pop up is a drag and slows me down. Any tips on how to disable? Frustrating user experience.

Thanks for visiting our forum today and sharing your insights with us, @brent16,

Our programs uses pop-ups to introduce features that will help users make their tasks easier while using our products. The option to completely remove these alerts is currently unavailable, but there are other options you can try to avoid it from reappearing on your mobile device.

To skip the process, you can manually close these pop-ups in the mobile app. You can also create a dummy bank rule to stop the suggestions, then delete it after. Here's how to do that:

If you're using a phone or tablet with Android

1. Click Settings from the hamburger icon ≡.
2. Proceed to Manage Transaction Rules and press Create New Rule.
3. Add the name in the Description field.
4. Enter all required fields and when you're done, tap Save.

To edit or delete bank rules in:

iPhone or iPad (iOs)

1. Go to Profile and select Settings.
2. Press Manage Rules then pick the rule to edit.
3. Click on Delete Rule and then Delete to confirm the action.

Android

1. Click the hamburger icon ≡ and go to Settings.
2. Use Manage Transaction Rules, then find the rule you want to edit.
3. Tap Delete Rule and Delete to confirm

To learn more about this feature, check out the following article: Create rules to speed up reviews in QuickBooks Self-Employed

Your feedback and suggestions are important to us. We use them to continue providing better services and customer experience to all our customers. 

If you have any other questions or clarifications, feel free to connect with me again in the comments below. I'll be right here to help you further. Have a lovely weekend!

Thank you.  Can you add a feature request (or +1 any existing request if I’m not the first) to let customers dismiss these suggestions?  I understand the desire to speed up customers but for users that are working through 20+ transactions this has the opposite effect, slowing down users rather than speeding them up.  I think the “create rule” button is crystal clear and the pop-up is not necessary after it’s been shown a few times.  Happy to discuss my use case further is that’s helpful to your engineering/product teams.

 Thanks for sharing your thoughts about this feature, @brent16.

We value your voice and opinion as this is can help us improve our product that suits your business needs and to our other customers. While we don’t have a specific time frame as to when this feature will be available in QuickBooks Self-Employed (QBSE) mobile app. I recommend checking our QuickBooks blog page from time to time.

There, you’ll be updated on the latest news and happenings in QuickBooks. You also get to know what our engineering team is currently working on to enhance our product.

Additionally, check out this link that can guide you in effectively categorizing your transactions in your QBSE account.

Please let me know if there’s anything else you need help with your banking feeds or in managing your QBSE account. It’s always my pleasure to help you. Have a great weekend.

Hello there,

Has there been any progress in having a way of turning off the "suggested rules" and just allowing me to create a rule if I want to but not have the pop up for every transaction?

Thanks for the follow-up on this matter, @ogagne.

We're always looking for ways to make your experience with QuickBooks more convenient and enjoyable. I'll put my best hoof forward on this and help get the most from QuickBooks Self-Employed (QBSE). 

At this time, turning off the proposed rules in QBSE mobile is still on the feedback list. Please note that our engineers will depend on the number of people who will vote for the proposed functionality or comments submitted. With this, I'd recommend sending a feedback again to notify our engineers about this matter. Your suggestions help us build features that benefit you and all our other users.

Here's how: 

1. Open your QBSE account through browser. 
2. Go to the Invoice tab and open any transaction to see the feedback option. 
3. Select the Feedback tab on the upper right side. 
4. Type your suggestion in the box and click Next. 
    

The company listens to its customer base, which is why many of the program's current features were suggestions from QuickBooks' users. The company wants to hear from you, too, so check out its website to vote on future ideas. To access the page, visit this link: Customer Feedback for QuickBooks.

Additionally, you an bookmark our QBSE Help Articles for your future reference. This website contains various topics on how to manage your account like invoice, categorizing bank transactions, mileage, and more. 

If you have other concerns about QuickBooks, please let me know. I'll listen and support you. Take care. 

As far as I can tell, this is also an issue in the browser version.

It became a huge problem for me because of a large number of duplicate transactions (another long story) that were automatically categorized by rules as expenses, when they should have been excluded. While attempting to correct these duplicates I deleted all of the rules. Then for several hours of meticulously looking through transactions, I was repeatedly prompted to create new rules that I knew would just confuse matters and make my job more difficult.

Even under normal circumstances, there are certain transactions that never adhere to a single rule. Once I've responded to a prompt about a rule, I do not wish to be prompted over and over again about that same kind of transaction. Most of the time I do not want rules because I want to scrutinize the majority of transactions. 

I have determined that rules are not helpful enough to justify the constant interruptions there needs to be a "Disable Auto-prompt" switch.