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tschueneman
Level 1

Creating rules used to be much easier. Is there any reason why the option to create a rule from an individual transaction is no longer available? Am I missing something?

 
1 Comment 1
MichaelaS
QuickBooks Team

Creating rules used to be much easier. Is there any reason why the option to create a rule from an individual transaction is no longer available? Am I missing something?

Let me assist you in checking the option to create an individual rule in QuickBooks Self-employed (QBSE), @tschueneman.

 

The ability to create a bank rule from an individual transaction is still available in QBSE. Please note that you’ll need to categorize your transaction first to be able to generate a rule.

 

Additionally, this option will only appear once you hover your cursor over the blank area between the Type and Category and Tags columns. Take a look at my screenshot below:

 

download (14).png

 

If still not showing on your end. I recommend performing basic troubleshooting to see if it's a browser issue by opening a private/incognito window. The browser's cache and cookies become corrupted, causing problems accessing websites or files. Refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with clearing the stocked cache and cookies causing the issues.

 

You can check this article to learn more about how Schedule C categories show up in your financial reports: Schedule C and expense categories.

 

I'm always here if you have other questions about creating rules. Have a good day.

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