How to edit/delete rules that have been created?

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:

• Categorize money transfers in QuickBooks Self-Employed
• Create rules to speed up reviews in QuickBooks Self-Employed

Comment below if you have more help. Take care!

Very helpful. Thank you

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.