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Buy nowI am working in QB Desktop. It looks like QB Automatically ranks the Bank Rules as they are entered.
How can I adjust the ranks they are given. If I want a specific rule Prioritized before another I don't see anyway to change that. Can anyone Help? I have seen a response in regards to "clicking the dots next to the transaction and dragging and dropping the rule". I assume that solution is for QB Online because i dont have the "dots" next to my rules!
Hello there, @Nicole_Willia.
I can see that it's very convenient to rearrange the bank rule. However, this feature is unavailable in QuickBooks Desktop (QBDT). You'd have to delete and recreate them one at a time, or you can utilize the Up Down arrow button in the Rules List. Doing so will rearrange the rules to create the desired option.
Here’s how:
Please see this sample screenshot for reference:
With this, I would highly recommend that you send a feature request for this. I know that other users would want to have this option as well as it helps save time.
To send feedback, just follow these steps:
You can also check this article for reference to learn more about managing your bank rules in QBDT: Use renaming rules for Bank Feeds.
Then, in case you might encounter a beginning balance issue in your QBDT. I got you this great article that can help guide you handle the situation: Fix beginning balance issues in QuickBooks Desktop.
Don't hesitate to leave a comment below if you have other questions about banking. You can always count on us anytime. We're always around to help.
So its not available then.
"Re-arranging" them doesnt change the rank or priority.
Thanks
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