How to Prioritize Bank Rules Over Multiple Pages?

michelle51 · ‎February 14, 2020

Client has > 150 rules, so they run over to a second page. Rules are processed sequentially beginning with the lowest number. When I add a new rule, it goes to the end of the list. I want the new rule (#153) to process before #112, but I can only move rules within the same page. I don't see a way to move #153 to anywhere above #151 in priority.

Does anyone know how to get around this? Maybe there's a way to insert a new rule into the middle of the list instead of having it append to the end?

I appreciate guidance and suggestions.

Michael K · ‎February 14, 2020

Hi there, @michell51.

Hope you're having a wonderful day. At this time, the ability to move bank rules between pages hasn't yet been implemented. I understand the importance of having this ability, so I'm going to submit this idea to our Product Development team for review.

To stay up-to-date on all things QuickBooks Online, I recommend checking out our blog.

Use the Reply button below if you have any other questions for me, I'll be here for you. Have a great weekend!

michelle51 · ‎February 16, 2020

Michael, I appreciate your prompt response and understanding the importance of the problem. Thank you for your assistance.

michelle51 · ‎February 16, 2020

Michael, thank you for your quick response and for understanding the importance of the problem. I appreciate your assistance.

Patent · ‎September 25, 2020

Possibly try to use a different sort option which might place the rules that you would like to prioritize on the same page.

Could also TRY temporarily changing the name of one of the rules to be similar to "Rule1" and "Rule2." Then sort in alpha order by name. This should put the competing rules together for you. Then change name back after you set priority.

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How to Prioritize Bank Rules Over Multiple Pages?