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I've exported hundreds of rules out of a client's books. Now I'm sorting them into categories into excel so I can make sense out of them to better utilize this function and to ensure there are no repeats or collisions occurring. I am then creating separate spreadsheets just for different categories and am ready to import them. What I am finding however, is that the rules will come in ready to be applied. I know how to disable rules within the rules section of Quickbooks online, but that's only to the rules that are already there. Is there a switch to stop rules from running period?
Never Mind. I decided to do a simple test of 1 record and it actually came in disabled - just the way I have my rules set up in the file for now - YEA!!
Thank you in advance if anyone was in the process of answering.
Hi there Budget Friendly Bookkeeping,
I'm happy to hear that that worked for you. if you have any other questions, feel free to reach out here.
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