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November 14, 2019
Question

I made a rule on a transaction which was wrong, how do I undo that rule?

  • November 14, 2019
  • 1 reply
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1 reply

AddieC
November 14, 2019

Hello,

 

QuickBooks Online comes with the awesome ability to sync to your online banking website. This means that your bank and credit card transactions can automatically be uploaded to the Bank Feed, to make reconciliation and organization much easier. I know how important bank rules can be in saving you time, but you're also able to remove them if you no longer need them or if you've made a mistake. 

 

Here's how to delete a bank rule:

 

1. Click the Banking tab on the left navigation menu. 

2. Select the Rules tab at the top of the page. 

3. Click the small drop-down triangle next to Edit

4. Click Delete

 

Once you've completed these steps, your bank rule will be deleted. I hope this gets everything sorted out for you. If you have any other questions, let me know. 

Have a great day!

June 1, 2022

I understand that disabling a incorrect rule will stop this from happening going forward but is there a way of reversing all the entries that used this incorrect rule or do I have to go and adjust each one ?

June 1, 2022

also, what is the difference functionality wise between delete and disable ? Is Delete gone forever and Disable is just turned off and could be turned back on later?