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January 22, 2021
Question

How to edit/delete rules that have been created?

  • January 22, 2021
  • 20 replies
  • 168 views
No text available

20 replies

AlexV
Level 10
January 22, 2021

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!

November 21, 2024

My QuickBooks does not have that option . Only says edit or make it inactive. 

How I can delete the price rule then? 

QuickBooks Team
November 21, 2024

Thanks for sharing your concern here in the Community forum, @iosvan2020.

 

There are several reasons why you can't delete the Price Rules feature. Before we go further, could you let me know which specific subscription you have? Did you create the price rules using bank rules or through the specific Price Rules feature in QuickBooks Online (QBO)?

 

If you're using QuickBooks Self-Employed, it's simple to edit and delete bank rules. Click on the Gear icon, select Rules, find the rule you want to delete, click the drop-down option next to it, and choose Delete.

 

 

 

However, if you're looking to delete a bank rule in QuickBooks Online, you can follow these steps:

 

  1. At the gear icon select Transactions from the sidebar menu and click Bank Transactions.
  2. Go to the Rules tab, then find the rule you want to remove.
  3. Under the Actions column, click the drop-down arrow beside Edit
  4. Select Delete, then choose Yes to confirm the action.

 

 

 

If you're still unable to see the option to delete, try clearing your cache and cookies for your browser or use another supported browser. Possible that your current browser may have a temporary issue with QuickBooks. 

 

Additionally, if you are referring to the QBO Price Rules feature this is available only in the QuickBooks Online Plus and Advanced subscriptions. This feature enables you to set special pricing for specific customers or apply discounts during promotions. You'll need either the Plus or Advanced subscription to access and use Price Rules.

 

If you have one of these subscriptions, the option to delete price rules in QBO is unavailable; however, you can inactive them. Making price rules inactive stops any automatic pricing adjustments, meaning customers who previously received special pricing will now pay standard prices. This change can impact sales and promotions, potentially reducing sales volume if discounts were a significant draw.

 

You may refer to this article to help you learn to control the price of your products and services. You can offer discounts or charge different rates by item. You can also charge different rates based on which employee did the work in QBO: Set pricing rules in QuickBooks Online.

 

Additionally, I've added an article that'll help you see your best sellers, what’s on hand, the cost of goods, and more in QuickBooks Online: Use Reports to See your Sales and Inventory Status.

 

Additionally, I'll include a useful article that can assist you with QuickBooks Online matters, such as managing your account, setting up and processing payments, and more. This resource will help ensure your business operates smoothly: QBO Help articles.

 

You can always get back to me if you have further questions regarding QuickBooks rules. Just leave a comment below and I'll be glad to provide the information that you need. Take care and have a good one!

gamasurgAuthor
January 22, 2021

Very helpful. Thank you

 

Level 8
January 22, 2021

 

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.

Level 8
April 12, 2022

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.