How to edit/delete rules that have been created?

Thanks for reaching out to us, gamasurg.

It's quick and easy to edit and delete the bank rules in QuickBooks Self-Employed. From the Gear icon, select Rules. Find the rule you want to modify and click Edit. Next to it is a drop-down where you can select Delete.

You'll want to check these articles for more info on how to handle downloaded transactions:

• Categorize money transfers in QuickBooks Self-Employed
• Create rules to speed up reviews in QuickBooks Self-Employed

Comment below if you have more help. Take care!

Very helpful. Thank you

I'm glad that my colleague was able to assist you, agamasurg.

As always, you can post your other concerns and questions here and we'll take care of them.

Looking forward to helping you out again.

This needs to be updated. I'm in quickbooks right now and "Rules" is not found under the gear icon. It is now found going into Banking, then finding it on the "Rules" tag. 

Hello, Mitchell. 

Thanks for sharing your pointers. I would like to clarify some things about accessing the rules in QuickBooks. 

Accessing your rules can still be found on the Gear menu under Tools, then Create rules. 

Though, another way to access them is to go to the Transactions menu, clicking on the arrow icon beside Add transaction, then selecting Manage rules.

However, are you using QuickBooks Online instead? Then you're correct about locating the rules in this version. They can only be accessed on the Banking page on the Rules tab. 

I'm sure you'll have other things to take care of in QuickBooks. If you need help reconciling your account in the Online version, you can check out this article: Reconcile an account in QuickBooks Online.

If you're using the Self-Employed platform and need help taking care of your estimated taxes, this article will help you with the process: Pay federal estimated quarterly taxes in QuickBooks Self-Employed.

If you have any other concerns you'd like to raise regarding Self-Employed or the Online version, let me know. I'll address them in any way I can. 

This is not correct. There is no Rules link under the Gear icon.

And contrary to other instructions I have found, there is no link to Rules under the Banking link.

There is a Rules link under the Bookkeeping link, and it seems to be the only way to get to the Rules link.

I wish QB would delete or clear out incorrect "help".

I hear you @office-fireprote.

I'm here to help share insights about banking rules and how you can access them in QuickBooks.

Yes, banking rules can be found in the Bookkeeping section for newly created accounts in QuickBooks Online via the Business View display. And banking rules are also located in the Banking menu once the customer accesses them using the Accountant View display.

Kindly read and use this article to learn more about each display: Switch Between Business and Accountant View in QuickBooks Online.

Meanwhile, banking rules via the Gear icon are the access for customers who are using the QuickBooks Self-Employed program. Here's an article to learn more: Create Rules to Speed up Reviews in QuickBooks Self-Employed.

Now for all the features and functions of QuickBooks Online, you can log in to any of our supported browser versions for the best experience and use this reference for guidance: Help Articles in QuickBooks Online. You're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

Let me know in the comments if you have any other questions aside from working with banking rules and downloaded transactions in QuickBooks. Use the Reply option below to leave a comment and don't forget to include my name, @JonpriL. Take care always and stay safe!

Thank you for posting this reply!  I was digging around everywhere and could not find the Rules tab. This was very helpful!

You're welcome, @cwats. 

I'm so glad to see that my colleague was able to help you out today. If there's anything else that you need or if you have any other questions feel free to post here anytime.

Thanks for being the best part of QuickBooks and have a lovely day!

Is there away to change multiple rules at once for example I want them to check all accounts not just the one that the auto rule created

Hello, Chris Finch. 

As of this moment, marking all accounts to the multiple rules created is not possible.  I understand how the workflow you're looking for is beneficial to your business.  

Through our Feedback board, we can pass a request here about this feature. Just go to the Assistant icon and type Feedback, and Add a feature. Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage. 

I appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. Stay safe!

Does deleting the rule delete the transaction?

Welcome to the Community, @TI2BS. Let's get that question answered.

Creating rules in QuickBooks Self-Employed (QBSE) will help you categorize past and recent transactions automatically.

When you delete a rule in QBSE, it will not affect any previous transactions. If you want to delete rules, you can click the dropdown arrow beside Edit. See this article for details: Create rules to speed up reviews in QuickBooks Self-Employed.

I've also added this article for future reference:

• Categorize transactions in QuickBooks Self-Employed
• Custom categories in QuickBooks Self-Employed

Keep me posted if you need further assistance in managing transactions or rules in QBSE. I'll be sure to assist you. Take care!