Manage Bank Rules

At some point, you’ll probably need to review your existing bank rules and make some changes.

Manage Bank Rules

1. Click Transactions in the navigation bar.
2. Select Rules.
   

The Bank Rules screen appears. This is where you can view and manage your Bank Rules.

Change a Rule's Status

QuickBooks monitors how you categorize your online banking transactions. When QuickBooks notices a pattern with your categories, it will automatically create a suggested rule for you. These suggested rules are disabled, until you make them active.

1. Click the rule’s dropdown menu.
2. Select either Enable or Disable.
   

Now the rule will run anytime you do online banking.

Edit a Rule

1. Click Edit for the rule.
   
2. Change the rule’s settings.
3. Click Save when you’re finished.
   

Delete a Rule

1. Click the rule’s dropdown menu.
2. Select Delete.