Is there a limit to the number of Banking Rules in QBO?

dan-gonzales · ‎May 19, 2020

Catherine_B · ‎May 19, 2020

There's no limit as to how many bank rules you can create, dan-gonzales.

Bank rules speed up this review process. You can create rules that automatically categorize transactions for you. The more QuickBooks uses your bank rules, the better it gets at categorizing. You can look into this article for more details on our list of our usage limits. To know more on how to create and us bank rules, check out this reference: How to set and use banking rules for downloaded transactions.

You can leave a reply below if you need anything else. Take care always!

View solution in original post

Catherine_B · ‎May 19, 2020

There's no limit as to how many bank rules you can create, dan-gonzales.

Bank rules speed up this review process. You can create rules that automatically categorize transactions for you. The more QuickBooks uses your bank rules, the better it gets at categorizing. You can look into this article for more details on our list of our usage limits. To know more on how to create and us bank rules, check out this reference: How to set and use banking rules for downloaded transactions.

You can leave a reply below if you need anything else. Take care always!

rosagiggster · ‎August 17, 2021

Hi

I am trying to create a rule in QBO (I have Quickbooks Plus) and I get an error message stating that I have reached the maximum allowed rules. Delete some unused rules to create new ones.

If there is no limit, why am I getting this error message? How can I overcome this issue? We categorize over 2000 transactions a month and rules are a huge part of automating our process. How can this be fixed?

Thanks

AbegailS_ · ‎August 17, 2021

Thanks for getting in touch with us, @rosagiggster.

There's really no limit in creating bank rules in QuickBooks Online (QBO). I'm here to help you fix the issue.

Let's perform a few troubleshooting steps to resolve this behavior when dealing with bank rules. Cache helps browser's background processes. However, it can cause issues when piled up on your browser.

We can try opening a private window for it doesn't store cache. Then, continue doing the bank rules. You can use the following keyboard shortcuts:

Google Chrome, press CTRL + Shift + N
Mozilla Firefox: press CTRL + Shift + P
Safari: press Command + Shift + N

If it works, we can go back to your regular browser and clear the cache. Otherwise, since cache differs from every browsers and computers, you can use other supported browser.

If the same thing happens, I recommend contacting our Support Team. This way our engineers can take a look at this problem and see if there's a bug causing it.

Reach us during our support hours from 6:00 AM to 6:00 PM on weekdays and 6:00 AM til 3:00 PM on Saturdays. To get a live rep, follow the steps below:

Go to the Help menu then select Contact us.
Enter the keyword Banking, Account Management and Billing in the What can we help you with? box.
On the next screen, scroll down to the Choose a way to connect with us section.
Choose Start messaging to initiate a discussion with a live agent or Get a call for callbacks.

You can also check on this article: Set up bank rules to categorize online banking transactions in QuickBooks Online for more information about Banking Rules.

We're always here in the Community to help if you have other questions related to Bank Feeds and Bank Rules in QuickBooks. Stay safe!

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Is there a limit to the number of Banking Rules in QBO?