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Carol-Thompson
Level 1

How do I delete a RULE in banking transactions and restore my bank transactions to the originals?

I applied a rule to a transaction in my banking input and it changed every transaction in expenses to that vendor and description. Now I can't get rid of the rule or fix the transactions.

4 Comments 4
EmaicaD
QuickBooks Team

How do I delete a RULE in banking transactions and restore my bank transactions to the originals?

Thank you for reaching out to the Community, Carol. To delete a bank rule in QuickBooks Online, go to the Bank Transactions section and select the option labeled Rules. Let me guide you through the steps.

 

Here's how:

 

  1. Go to the Bank transactions, then choose Rules.
  2. Select the bank rule you want to delete, then click the dropdown arrow next to Edit.
  3. Select Delete, and read the confirmation message before confirming by clicking Yes.

 

Moreover, there are two possible scenarios to fix your bank transactions:

 

First, if the Auto-add feature is disabled for the transactions in the bank rule you created, deleting the bank rule will automatically fix the issue.

 

Deleting the rule will automatically remove the suggested category.

 

Second, if you have set up a bank rule with the Auto-add option enabled, any transactions affected by that rule will automatically transfer to the Categorized tab. Even if the bank rules are deleted, the transaction will remain in the Categorized tab. To remove it, you'll need to manually exclude the transaction.

 

 

 

 

Please refer to this article on deleting a bank rule: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

You can also have this article about reconciling the transactions, after resolving the concern: Reconcile an account in QuickBooks Online.

 

Lastly, if you need more assistance/ guidance in managing your accounts and transactions in QuickBooks Online, you can always consult our QuickBooks Live Expert Assisted.

 

Thank you for reaching out, Carol. If you have any further questions or need guidance while navigating the bank rules and transactions, please feel free to Reply below.

KhyleNiu11
Level 1

How do I delete a RULE in banking transactions and restore my bank transactions to the originals?

how to delete online banking transctions

 

KhyleNiu11
Level 1

How do I delete a RULE in banking transactions and restore my bank transactions to the originals?

how to delete online banking transactions?

 

ArielI
QuickBooks Team

How do I delete a RULE in banking transactions and restore my bank transactions to the originals?

Hello, @KhyleNiu11. You can delete the online transactions by excluding them from your records.

 

  1. Go to All apps, then select Accounting, and choose Bank transactions.
  2. Click on the Pending tab.
  3. Select the checkbox next to the transactions you want to exclude.
  4. Click on Exclude.

 

If you want to completely remove the transaction from your Excluded list, go to the Excluded tab and Delete the transactions.

 

 

For more information, you can also check this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Let us know if you have further questions. We're here to help you anytime.

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