I created a rule that messed things up. Is there a way I can edit that? It was a rule that applied to about 100 transactions...

I created a rule that messed things up. Is there a way I can edit that? It was a rule that applied to about 100 transactions...

Answer

Good day, meredith.fielder,

Thanks for visiting the Intuit Community!

I’d be glad to help and share information on how to manage rules in QuickBooks Self-Employed.

To edit Rules, you can delete the Rules created first and recreate it again.

To delete Rules, here’s what you’ll need to do:

  1. Click the gear icon on the upper right hand.
  2. Select Rules from the cogwheel drop-down menu.
  3. From the Rule page, click the drop-down arrow and click Delete.
  4. Click Yes.

Once done, kindly log out into your account and log back in to refresh the page and recreate the Rule.

To recreate the Rule, here’s how:

  1. Click the gear icon on the upper right hand.
  2. Select Rules from the cogwheel drop-down menu.
  3. From the Rule page, click Create rule.
  4. Fill out the necessary information.
  5. Check the box if you want to apply Rule to past transactions
  6. Click Save.

For future reference, here's an article that you can check on about managing Rules in QuickBooks Self-Employed:

If there’s anything else you need help with in managing Rules in your QuickBooks Self-Employed account, please let me know. I’ll be here to help.



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