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February 16, 2021
Question

How can I delete a rule in QBO?

  • February 16, 2021
  • 1 reply
  • 0 views
A rule was created in category/match that is incorrect. How can I delete the incorrect rule?

1 reply

JessT
February 16, 2021

I'll guide you on how to delete a bank rule, mccarrot03.

 

To do this, simply go to the Rules section on the Banking page, click the down arrow of the rule, and choose Delete.


 

If transactions are already added to your register because of the rule, you can undo them to bring them back to the For Review section.

  1. Click the Banking section.
  2. Select the Categorized tab.
  3. Select the transactions and click Undo.

 

See about setting up a bank rule for your reference in setting up one in the future.

 

If you have other questions, you can always go back to this thread.