QuickBooks Rules

If used correctly, Transactions/Rules can be tremendously helpful. If not, they can wreak havoc on your accounting system.

Simple Solution: Until you're trained on how to use Transactions/Rules, turn them all off! 

Here's how:

1. In QuickBooks, navigate to the black left sidebar. 

2. Click on "Transactions" (4th or 5th item down). In earlier versions, click on “Banking” or “Banking Center” to open the Transactions screen.

3. At the top, you'll see 7 menus. Click on the fifth one, “Rules.”

4. Click the green “Go to rules” button.

5. In the Rules menu, look for the “Actions” column header. Click the blue down arrow next to “Edit” and choose “Disable” for every rule.

6. Verify the rules are disabled by checking the “Status” column; it should say “Disabled.”

7. Return to “Bank Transactions” to start categorizing your transactions..

When you are starting out, disabling rules is your best choice for working with QuickBooks until you’re trained.  

For help with Rules or any QuickBooks issue, contact R. M. O’Hanlan Consulting (RMOHC) for a free consultation. There are many services RMOHC offers to small businesses to empower them, and create financial peace of mind.

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