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lkatz
Level 1

How do i delete a rule i made by mistake

 
3 Comments 3
MJoy_D
Moderator

How do i delete a rule i made by mistake

You can delete that rule, @lkatz.

 

Here’s how to remove the rule that you’ve created:

 

  1. Go to your Banking menu.
  2. Click the Rules tab.
  3. Look for the rule and under the Action column, click the down arrow beside Edit.
  4. Select Delete and Yes to confirm. 

For future reference, you may check these articles: Assign, categorize, edit, and add your downloaded banking transactions.

 

Please know that I'm just a post away if you have any other questions about the bank rules. Have a good one. 

mhenderson77
Level 1

How do i delete a rule i made by mistake

I created several rules for a client based on suggestions of duplicate transactions.  They were helpful in auto-adding because there was several transactions from the same vendor.  However, they became a nightmare when I ended up having to upload bank transactions from a .csv document.  I started getting duplicate transactions everywhere!  Knowing that this possibly caused the errors, I deleted all of the rules I created using the process noted above.  However, these rules won't go away!  They are no longer visible in the rules list, however, they are still categorizing my new incoming transactions and duplicating them.  When I go into the "reviewed" tab under banking, all of the rules still appear next to the transactions, but it says the rule is deleted.  They still appear green (they are still categorizing my items and auto adding them) on the new incoming transactions as well as in the reviewed tab.  When I go into the rule from the reviewed tab, I can edit the rule and tell it not to categorize or auto-add, but there is not a save button.  How can I keep this from continuing to happen?   

MadelynC
Moderator

How do i delete a rule i made by mistake

Hello @mhenderson77

 

Let me share information that causes duplicates and help you how to fix it.

 

Once you set auto-add rule, any transactions on the For Review tab are automatically added. This may be the reason there are duplicates. It runs the moment you upload the file.


The green appears on the reviewed tab is not a bank rule, but a feature that QB Banking found a matching transaction.

 

When you upload transactions, QuickBooks will automatically categorize and catch similar transactions to match even without a rule set up.

 

Since rules are deleted, you can undo your reviewed tab to fix the duplicates. Here’s how: 

 

  1. Go to Banking, then Reviewed tab.
  2. Select the duplicate transactions.
  3. Click to Undo.
  4. In the For Review tab, select the duplicate transactions. 
  5. Mark the boxes for these duplicates.
  6. Hit Batch actions, and choose to Exclude selected.
  7. Go to Excluded tab and delete them.


You can check this article for additional information about managing transactions in QBO: Assign, categorize, edit, and add your downloaded banking transactions.


To avoid any duplicate using a rule moving forward, you can refer to this article: How to set and use banking rules for downloaded transactions.


Please know that I'm just a post away if you have any other questions you can get back to us anytime. Take care.

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