Question

How to edit/delete rules that have been created?

Forum|Forum|5 years ago
January 22, 2021
20 replies
176 views

No text available

QuickBooks Self-Employed

Level 10

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:

Comment below if you have more help. Take care!

O

office-fireprote

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".

J

JonpriL

Level 9

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!

G

gamasurgAuthor

Very helpful. Thank you

K

Klent

Level 8

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.

J

jamespaul

Level 8

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.

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