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Level 1

How to setup bank feed rules and apply them

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QuickBooks Team

How to setup bank feed rules and apply them

Good day, jsconceptsinc.


I'll help you set up a Bank Feed rules in your QuickBooks Desktop. Here's how:


  1. Go to the Banking menu, scroll-down to Bank Feeds, and then click Bank Feeds Center.
  2. Select a bank account and click Rules.
  3. Click Manage Rules, then select Add New.
  4. Enter the name of the bank rule, then enter all other details. 
  5. Click Save.

Once done, it's automatically applied to the bank account. Let me also share these articles that can serve as additional guides when working in the Bank Feed Center:


I'll be around if you need anything else. 

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