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salemcounselingp
Level 1

How to remove a rule as only see how to edit a rule already made.

 
1 Comment 1
Eman_E
QuickBooks Team

How to remove a rule as only see how to edit a rule already made.

I can help you remove or delete a rule, @salemcounselingp.

 

It's a quick and easy way to delete the bank rules in QuickBooks Self-Employed. 

 

Here's how: 

 

  1. Sign in to your QuickBooks Self-Employed account.
  2. Click on the Gear icon, then select Create Rules
  3. Locate the rule you want to delete and just tap the dropdown button beside the Edit option.

 

For more information on how to create rules you can visit this link: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Furthermore, you may want to visit this helpful article for future reference on how to categorize your transactions in QuickBooks: Categorize transactions in QuickBooks Self-Employed.

 

Feel free to contact us if you need assistance in managing your bank rules. I'm always here to lend you a hand. Stay safe!

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