Hi there, amit2!
Yes, it is possible to import bank rules using an excel file into QuickBooks. Just follow the steps below.
For more information, you can visit this link: How to Set and Use Banking Rules for Downloaded Transactions.
I’ll be around if you need anything else. Have a great day!
Thank you for the help. What format does the excel file need to be in? For example what columns need to be in the file and what exactly does the columns need to be named?
I'm happy to help you import your own bank rules, amit2.
On your Excel sheet, you"ll need a column for the Rule Name, Rule Conditions, and Rule Outputs. There is an existing rule on the Rules page. You can export that to Excel to see the format. Then, just change the rule name and import it back to the Rule page for your practice.
We're just around if you have other questions.