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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:
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.
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:
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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