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paulward10-aol-c
April 1, 2022
Question

Can anyone tell me how to delete a rule

  • April 1, 2022
  • 4 replies
  • 0 views
can anyone tell me how to delete a rule please, asking qb is like trying to extract teeth with tweezers

4 replies

KlentB
KlentB
April 1, 2022

Thanks for reaching out to us, paulward10-aol-c.

 

I’m here to guide you in deleting your bank rules in QuickBooks Online. Feel free to follow the steps I've listed below:

 

  1. Select Banking from the sidebar menu.
  2. Go to the Rules tab, then find the rule you want to remove.
  3. Under the Actions column, click the drop-down arrow beside Edit. 
  4. Select Delete, then choose Yes to confirm the action.

 Additionally, here's an article that you can read to help review your downloaded online banking transaction: Categorize and match online bank transactions.

 

Just add a reply below if you need more help in accomplishing your other tasks in QBO. I've got you covered.

beth-bethallen
October 10, 2023

I dont have banking in my sidebar menu so cant work out how to delete a transaction rule?  Can anyone help?

Ashleigh1
October 10, 2023

Hello Beth-bethallen, thanks for posting on this thread, so you might be saying the word “transaction” instead of banking. If you click on transaction you will then see the option for banking.

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