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claytona
Level 1

Importing other people's rules for common retail and other businesses

Are there collections of rules for common retail stores, restaurants, telephone companies, etc. that I can import into QB Online?  I don't have time to enter in hundreds of rules to meet the tax filing deadline coming up.  I can't believe this is not done automatically.

 

Urgent!!

Please help!!

Solved
Best answer October 14, 2018

Best Answers
lynda
Community Champion

Importing other people's rules for common retail and other businesses

Hello @claytona:

 

Unfortunately, there is not a common list of pre-created bank rules that you can simply import.  I do like the idea.  My partner, Matthew, @ParkwayInc created the best explanation on bank rules in a 3 part blog series you can find here.  I don't think he will mind me sharing.  

 

I also created a post on how I work thru bank feeds quickly.  You can find that post here.  And accompanying video below.

 

I hope that helps you as the deadline is tomorrow!  Good luck!

 

Lynda

View solution in original post

1 Comment 1
lynda
Community Champion

Importing other people's rules for common retail and other businesses

Hello @claytona:

 

Unfortunately, there is not a common list of pre-created bank rules that you can simply import.  I do like the idea.  My partner, Matthew, @ParkwayInc created the best explanation on bank rules in a 3 part blog series you can find here.  I don't think he will mind me sharing.  

 

I also created a post on how I work thru bank feeds quickly.  You can find that post here.  And accompanying video below.

 

I hope that helps you as the deadline is tomorrow!  Good luck!

 

Lynda

View solution in original post

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