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January 3, 2020
Question

How Do I Access / Delete Rules?

  • January 3, 2020
  • 1 reply
  • 0 views

Hi Guys, the title is self explanatory, but I have uploaded a video if you need any more info.

Any suggestions appreciated!

1 reply

RenjolynC
January 3, 2020

I'd be glad to walk you through the steps on where you can delete the rules, arheimar.

 

Here are the steps:

  1. Go to the Gear icon located in the upper right-hand corner.
  2. Under Transactions, select Rules.
  3. Find the rule you want to delete, and click the Edit link then choose Delete.
  4. Select Yes to confirm the deletion.

Here's a sample screenshot for a visual guide.

 

I'm also adding this article for reference: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Please let us know if you need anything else. We are always around to help you some more. Have a good day!