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daleclair
Level 1

I want to delete a rule and create a NEW rule.

 
1 Comment 1
ChristieAnn
QuickBooks Team

I want to delete a rule and create a NEW rule.

Hi there, daleclair.

 

I suggest going to the Settings menu to delete and create a new one.

 

To delete, here's how:

 

  1. Click the Settings at the upper right corner.
  2. Choose Rules.
  3. Find the rule that you want to delete.
  4. Click the drop-down arrow under the Action column.
  5. Select Delete.
  6. You'll be prompted with Are you sure you want to delete these rules?
  7. Hit Yes to confirm.

 

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.

 

For additional information, you can check this article: Create rules to speed up reviews in QuickBooks Self-Employed.

 

For future reference, check out this article: Categories in QuickBooks Self-Employed. It contains insights about the categories available for your transactions.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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