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Level 2

Prioritizing Bank Feed rules

I am setting up bank feed rules and they are working in exactly the opposite direction I want them to. The first rule I set up is the last to be applied. Is there no way to change the priority ranking?

3 Comments 3
QuickBooks Team

Prioritizing Bank Feed rules

It's nice to have you in the Community, @Christine_Laing. I’m here to walk you through the steps on how to change the priority ranking for the rules in QuickBooks Desktop.


You can utilize the Up Down arrow button in the Rules List. This way, you'll be able to rearrange the rules to create the desired option.


Here’s how:

  1. Go to the Banking menu.
  2. Select Bank Feeds then go to the Bank Feeds Center.
  3. Go to Rules.
  4. From the Rules List, Click the Up Down Arrow symbol.

Please see this sample screenshot for reference:


Let me share these articles for additional details and reference when managing bank transactions in QBDT:

If you have any further questions or concerns with transactions in QBDT, please know that you can always tag my name. I'm here to help you in any way I can. Enjoy your day!

Level 2

Prioritizing Bank Feed rules

Thank you for replying, but I do not think that prioritizes rules. It seems that the newest rule always is numbered 1, and is always of the first rank.


That arrow just gives you the option to sort low rank to high rank, not to change the actual rank.

Level 2

Prioritizing Bank Feed rules

This answer should be deleted because it is very clearly wrong. It's the first result that comes up on Google and it wastes everyone's time reading it.

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