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Join nowAre 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! Go to Solution.
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
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
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