Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
August 16, 2025
Question

Can I stop Quickbooks assigning automatic rules and how can I cancel the ones it has set?

  • August 16, 2025
  • 1 reply
  • 4 views
No text available

1 reply

QuickBooks Team
August 17, 2025

Hi there, Ullaandrews. Welcome to the QuickBooks Community.

 

If you mean QuickBooks is automatically adding transactions to your books without letting you review them first, you can stop this by editing your bank rule. 

 

Here’s how:

 

  1. Open your QuickBooks.
  2. Go to the Transactions tab, then Rules.
  3. Select the rule that has been created, then Edit.
  4. Under Automatically confirm transactions this rule applies to, turn off the Auto-add slider. 
  5. Click Save.

 

Regarding the rules you've mentioned that have already been set up, we can either Disable/Enable or Delete the bank rule depends on what you prefer.

 

Here’s how:

 

  1. Go to the Gear icon in the upper-right corner of your screen.
  2. Under Lists, select Rules.
  3. In the Edit dropdown, choose between Disable or Delete.

Once done, refresh the browser to update the changes you made within QuickBooks.
 

Feel encouraged to let us know in the comments if you have any other questions or concerns about QuickBooks.