Reviewing Transaction Rules In QB Self employed

You’re in the right direction for help, @Putneygirl.

Let me walk you through the steps of amending rules in QuickBooks Self-Employed (QBSE) in the easiest way.

We can follow the steps below to Edit or Delete the bank rules set in your company file. Here’s how:

1. Go to the Gear icon.
2. Under Tools, select Create Rules.
3. Look for the rules that you want to change or edit.
4. Then, click the Edit button.

Additionally, there’s another way of accessing them. You’ll have to go to the Transactions menu. Then, click the dropdown arrow beside Add transaction, and select Manage rules.

For more information on how to manage downloaded transactions, you can review the following articles:

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

Should you need further assistance with banking transactions, you can always reply to this thread. Have a great day!