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kathykdise
Level 1

Do bank rules transfer from desktop to online during conversion?

 
Solved
Best answer November 16, 2018

Best Answers
SophiaAnnL
Moderator

Do bank rules transfer from desktop to online during conversion?

There are a few limitations when converting to QBO, Kathykdise.

 

At this time, Bank Rules are not carried over when moving your QuickBooks Desktop file to the online version. When you're done with the migration process, you can manually set up new Bank Rules in QBO.

 

Here's how:

  1. Click Banking on the left panel.
  2. Select Bank Rules.
  3. Click the New rule button on the upper right-hand corner.
  4. Enter the details of the rule.
  5. Click Save.

It would be best to share this idea to our developers for a chance to be added in a future update. Here's the link to send feedback: https://feedback.qbo.intuit.com/.

 

You can also check this article to learn more about the import limitations.

 

Feel free to ask more questions. I'll be here to answer them for you.

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1 Comment 1
SophiaAnnL
Moderator

Do bank rules transfer from desktop to online during conversion?

There are a few limitations when converting to QBO, Kathykdise.

 

At this time, Bank Rules are not carried over when moving your QuickBooks Desktop file to the online version. When you're done with the migration process, you can manually set up new Bank Rules in QBO.

 

Here's how:

  1. Click Banking on the left panel.
  2. Select Bank Rules.
  3. Click the New rule button on the upper right-hand corner.
  4. Enter the details of the rule.
  5. Click Save.

It would be best to share this idea to our developers for a chance to be added in a future update. Here's the link to send feedback: https://feedback.qbo.intuit.com/.

 

You can also check this article to learn more about the import limitations.

 

Feel free to ask more questions. I'll be here to answer them for you.

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