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Anonymous
Not applicable

I have deleted all of the rules in my account, but some transactions still have rules attached. Is there a way to remove those?

 
1 Comment 1
IamjuViel
QuickBooks Team

I have deleted all of the rules in my account, but some transactions still have rules attached. Is there a way to remove those?

Hello there, @Anonymous.

 

When you delete rules in QuickBooks Self-Employed, you'll be prompted that it will not affect any of your past or future transactions. The categorization rules of the existing transactions will stay the same. However, you can create a new rule to override the deleted one. Just make sure to apply it to past transactions.

 

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Here's how to create a new rule:

  1. Go to the Gear Icon.
  2. Choose Rules.
  3. Select the Create Rule button.
  4. Enter the New Rule details.
  5. Make sure to mark the Also apply to past transactions box.
  6. Click the Save button.

You can read through this article for more detailed steps: Creating Rules in QBSE.

 

Please comment below if you need anything else. I'll get back you in a jiffy.

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