How can I produce a report listing all details of Bank Rules?

It’s nice to see you in the Community, jarpac.

We’ll have to go to the Banking page and export your bank rules to Excel. This way, you’ll have a report list of the details of your rules. I’m here to help and make sure you can do this with just a few clicks.

Here’s how:

1. In your company, tap the Banking menu on the left panel to select Rules.
2. This will take you to a page that lists all bank rules added to the company.
3. From there, click the New rule drop-down and choose Export rules.
4. A pop-up window will show up informing you about the process.
5. Click the Close menu to continue.

Once done, open the Excel file to view the list and the rules conditions, and settings. If you wish to see the full details of the bank rule, open each one at a time and use your browser’s printer to print it.

1. From the list of your rules, navigate to the Actions column and click the Edit button.
2. In the Edit rule screen, right-click your mouse and select Print.
3. On the Print setup page, review the settings and then click Print to get a copy.
4. Perform this process to the remaining rules you're working on.

Here’s an article that you can read to learn more about managing bank rules: Set up bank rules to categorise online banking transactions in QuickBooks Online. It includes instructions on how to import existing rules, review recognized transactions, and set up the auto-add feature.

Additionally, this write-up contains resources that will guide you on how to handle your bank feeds entries and other banking-related activities: QuickBooks Online self-help articles. They’re grouped by topic and you’ll be able to see each one right away.

Feel free to drop a comment below if you need assistance managing bank rules. I’m more than happy to help and make sure you’re taken care of.