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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
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.

[video]

 

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

 

Lynda

View solution in original post

1 Comment
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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