How to import/export bank rules

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Bank rules are great for controlling how incoming bank transactions are categorized before you accept them into QuickBooks. Rules save time and minimize typing mistakes!

This article explains how to import and export rules, which is convenient if you manage multiple companies (like accountants often do).

First, create the rules

  1. From the left navbar, select Transactions > Banking.
  2. In the upper right corner, click the ▼ to the right of Update and select Manage rules.
  3. Click New rule.
  4. Create the rules you want to export. For more information and examples of rules, see the article How to use QuickBooks bank rules.

Second, export those rules

  1. Click the ▼ to the right of New rule on the Rules page and select 01 Export rules.
    QuickBooks Online export bank rules
  2. Follow the onscreen instructions to export the rules to an Excel file. By default, the file is named [company]_Bank_Feed_Rules.xls. For example, if your company name is Black Duck, the file will be named Black_Duck_Bank_Feed_Rules.xls.

Third, import those rules into another company

  1. Open the QuickBooks company you want to import bank rules to.
  2. From the left navbar, select Transactions > Banking.
  3. In the upper right corner, click the ▼ to the right of Update and select Manage rules.
  4. In the upper right corner, click the ▼ to the right of New rule and select Import rules.
  5. Select the 02 Excel file containing the exported rules, and click Next.
    QuickBooks Online select bank rules file
  6. Select the 03 rules you want to import, and click Next.
    QuickBooks Online select bank rules to import
  7. If the company you’re importing bank rules to doesn’t have the right payees and categories set up, you can specify them 04 here, on the spot.
    QuickBooks Online import bank rule details
  8. Click Import, and then click Finish.

Notes

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    • Jennifer
    • Jennifer
    • Jennifer