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DaveC23
Level 1

Does deleting a Rule in QB SE change previous transactions

If I delete a RULE that is not to my liking, does this change all the previous transactions and the categories they have had set by said rule? 

Solved
Best answer February 19, 2019

Accepted Solutions
TaliaI
QuickBooks Team

Does deleting a Rule in QB SE change previous transactions

Hello DaveC23,

 

Welcome to the Community - thank you for your question!

 

Deleting a rule will not affect any previous transactions that are already within QuickBooks - the only thing that will change is that the rule name will display as *name* (deleted).

 

Thank you,

 

Talia

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1 REPLY 1
TaliaI
QuickBooks Team

Does deleting a Rule in QB SE change previous transactions

Hello DaveC23,

 

Welcome to the Community - thank you for your question!

 

Deleting a rule will not affect any previous transactions that are already within QuickBooks - the only thing that will change is that the rule name will display as *name* (deleted).

 

Thank you,

 

Talia

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