HOW DO I DELETE A RULE IN QB SE?

Answer

Pleased to have you, Jonathan.

I’d be delighted to help walk you through deleting the rule set up in your QuickBooks Self-Employed account.

Here’s how:

  1. Go to Gear icon.
  2. Select Rules.
  3. In the Transaction Rules page, locate the rule you want to delete.
  4. Click the drop-down arrow in the Action column.
  5. Choose Delete.

That should do it! Please refer to the screenshot I have attached as your guide.

You can also manage rules via the QuickBooks Self-Employed mobile app. For a more detailed instruction, you may check out this article: Modify or delete rules in the mobile app.

If you’re having difficulty deleting the rules on your end, I’d suggest reaching out to our Customer Care Team. An agent will look up your account in a secured environment and further assist you via remote access.

Feel free to leave a comment below if you have follow-up questions about managing rules in your QuickBooks account. I am here to help.

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IntuitJuViel , Community Support Specialist
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