Question

How to edit/delete rules that have been created?

Forum|Forum|5 years ago
January 22, 2021
20 replies
192 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!

B

BradleyB812

If I'm using the free online version - am I able to edit/delete rules? I have found the options to access rules but am prompted to upgrade to a $20/month feature to do so.

Z

ZackE_

Moderator

I am able to create rules and they even categorize transactions already imported - I'm not sure about transactions imported in the future yet as this is only my second day using this.

I'm able to create rules by clicking on the ledger entry drop-down to the right and select rule and every matching transactions are then updated according to that rule.

It seems strange that I'm able to create rules but not edit/delete them.

Thanks for following up with the Community, BradleyB812.

Using QuickBooks Free enables you to create rules, however if you're seeing an offer to upgrade your plan when trying to access and manage rules you've created, this means those features aren't currently available within QuickBooks Free. You can access abilities to edit or delete existing rules by following the option to upgrade your account.

I can certainly understand how an ability to edit/delete rules without upgrading could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

Use the Gear icon.
Go to Feedback.
Enter your comments or product suggestions.
Select Next.

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates page.

Please feel welcome to send a reply if there's any questions. Have a great Tuesday!

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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