
Import existing bank rules in QuickBooks Online
by Intuit• Updated 3 weeks ago
If you set up bank rules on a QuickBooks Online company file, you can export them, then import them to a new company file. This can save you time and create consistency.Â
To import existing bank rules, follow these steps.
Export rules
- Sign in to the company file you want to export the bank rules from.
- Go to Accounting, then select Rules (Take me there).
- Select the New rule â–Ľ dropdown and then Export rules.
- Save the export file in Excel.
- Sign out.
Import rules
- Sign in to the company file you want to import the rules into.
- Go to Accounting, then select Rules (Take me there).
- Select the New rule â–Ľ dropdown and then Import rules.
- Select Browse and find the Excel file you exported.
- Select the rules and details you want to import.
- Follow the prompts to finish the import.
Next stepÂ
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