JenoP
Moderator

Other questions

Hi there, Budget Friendly Bookkeeping

 

For now, sorting out bank rules by account is not available in both QuickBooks Desktop and QBO. Though, you can export the list of rules from QuickBooks Online to Excel. Then, sort them out from there. Here's how:

 

  1. Go to the Rules tab.
  2. Click the drop-down arrow for New rule and select Export rules.

You can also send a feature request about getting an option to filter or sort rules by account. Our engineers will review all feedback from our customers and will review them for future updates. Just go to the Gear icon and click Feedback

 

You're always welcome to visit us again if you have other questions.