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R
roxann-sturgeonc
December 22, 2022
Question

The bank register is bringing in our mobile transfers twice. Once for Transfer and again as a Deposit. It say a rule for the transfer. How do I find the rule?

  • December 22, 2022
  • 1 reply
  • 0 views
The Transfer says there is a rule applied but I cannot find a rule that matches this.  How do I find and get rid of the rule causing this?

1 reply

C
Carneil_C
December 22, 2022

Glad to see you here in the Community, @roxann-sturgeonc.

 

I'll lay down the steps to help you find the rule that applies to your transfer in QuickBooks Online. I'd be glad to show you how:

 

  1. Go to the Banking menu and find the transfer.
  2. Besides the transaction, click the rule to see the details.
  3. From there, go to the Rules tab and check the rule created.
  4. Tick the Dropdown icon and hit Delete.
  5. Click Yes to confirm. 

 

Here's an article you can refer to for more details about setting up bank rules for online banking transactions: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Furthermore, you'll want to check out these resources that can aid you in organizing your transactions:

 

 

Please let me know if you need further assistance in managing your transactions or if there's anything else I can do for you. I'll be standing by for your response. Have a great day, and stay safe.

R
roxann-sturgeoncAuthor
December 22, 2022

When I click on the rule it only shows me the undo option.  Doesn't show me the actual rule like your example shows.  It doesn't have the (suggested or anything else) beside it.  Should I just click on the Undo button?  If so, would I have to undo each transaction with this problem?

R
rvrfrf
December 22, 2022

Thanks for getting back with the Community, roxann-sturgeonc.

 

You can disable and/or delete rules from your Rules screen in the Banking section of your books.

 

Here's how to find the page:

  1. In the left navigation bar, go to Banking.
  2. Access your Rules tab.

 

Once you're there, locate the rule you're working with and find its ACTIONS column. Next to its Edit option, use your Drop-Down Arrow (▼) icon. You'll have an option to Disable it, as well as an option to Delete it.

 

I've also included a detailed resource about working with banking rules which may come in handy moving forward: Set up bank rules to categorize online banking transactions

 

If there's any additional questions, I'm just a post away. Have a lovely day!

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