Bank Rules Export to Excel

Sending good vibes to you, cgordon9999.

I can provide you with some information about exporting bank rules via QuickBooks Online.

The sensitivity of exporting the bank rules is encrypted. These are the codes used for easy transfer to another QuickBooks Online account.

Since the information is bank related and this kind of information is confidential and we value your privacy. That way, you are assured that your files are protected to the highest and safest level possible. You will get the same information when you import it to the other QuickBooks Online account. However, importing bank rules will override your old rules in QuickBooks.

Here's a recommended article about banking rules: How to set and use banking rules for downloaded transactions.

Keep me posted if you have additional questions about exporting bank rules. Have a good one.

How can I export bank rules to another company file?

Nice to have you joined this thread, Marlene.

You'd be glad to know that importing bank rules in QuickBooks Online (QBO) only takes a few steps. I'll show you how.

1. Log in to your other QBO company file.
2. Go to the Banking or Transactions menu.
3. Select the Rules tab.
4. Click the New rule drop-down menu, select Import rules.
5. Select Browse and click the Excel file you exported, and select Next.
6. Click the rules and details you want to import.
7. Follow the prompts to finish the import.

You can also check the Import existing bank rules section in this article for more details: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Once you're all set, you might want to check out these resources that can guide you in efficiently matching your accounts: 

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

You can always get back to me if you need more help importing bank rules in QBO or managing your accounts. I'm always here ready to back you up. Keep safe and have a great weekend!