cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
alpineirrigation
Level 1

Can I delete a banking rule?

delete bank rule
1 Comment 1
Ethel_A
QuickBooks Team

Can I delete a banking rule?

Welcome to the Community, @alpineirrigation.

 

I'm here to help you delete a bank rule in QuickBooks Online.

 

QuickBooks gets better at categorizing as it utilizes your bank rules more frequently. After some time, it may even be able to scan transactions and add information like payees. You can also remove it if you don't want to use it anymore.

 

Follow the steps below if you have a bank rule to delete:

 

  1. Select Bookkeeping from the left menu.
  2. Choose Rules.
  3. Select the Rule you want to delete. Click the dropdown arrow under Action.
  4. Click Delete.

 

We also have resources you can check to learn how to use bank rules in QuickBooks Online.

 

Let me know if you have additional questions about bank rules. You can click the Reply button below. I'm always here to help. Have a great day.

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up