Transfer Banking Rules?

Thanks for your help Maybell, Ive become fairly proficient at Bank Rules. Over the years i've created About 200. That's why I wanted to copy, Oh well. I think the best thing to do now is simply back-up company then simply delete all transactions . I have 5 years of transactions. That why I wanted to set up a new(but same) company. I'll do a search on deleting transactions from register

 Thanks Again

 Mox

Hi Maybelle.

 I have a question that might help my situation. I feel I do not have to set up a new company as I need all the same info in my chart of accounts, vendors, employee, etc. I feel I just need to setup a new Account in chart of Accounts ,in the bank category. I have tried to do this  question being: If I am successful in setting up this new account and get the bank feed to work, See my construction account at my banks . Will I need to set up new bank rules or does the new account that I set up in the existing company use the same rules.?

 Thanks in advance

Thanks for your prompt response, @mox.

Yes, you can create a new account and get the bank feeds. However, bank rules are account specific. That said, the previously created rule won't be applied to the new account.

You will need to set up another rule after connecting the new account.

For more details in creating an account in QuickBooks Desktop, you can refer to this article: Create, edit, or delete account in QuickBooks Desktop.

In addition, you can check this article as your reference in modifying and fix common issues with renaming bank rules: Use renaming rules for Bank Feeds.

Please let us know if you need further assistance. I'll keep my notifications open. Stay safe and healthy!

Hey Jovychris,
Here's a post I just sent in response to an earlier helper. It addresses also your information, Thanks for your help.

My dilemma is finally over! The banking rules are working for my new account in my existing company file. I can only think that bank rules apply to accounts in a particular company file. I had a problem with bank feeds to the new account. I disconected, Unlinked? whatever the proper term is, for the existing accounts as the new account could not see my bank account while trying to set up bank feed for new account. Apparently QB only allows 2 accounts per company to link to the same bank account. after disassociating those accounts from their bank feeds I downloaded a few transactions for the bank account I wanted and QB requested that I set up a new account. I did, the transactions went right in and the Bank rules worked just fine.
I'm so happy . all is up and running, so far.
Thanks for being here to help us all out. Be safe

Hi Jovychris,

Just when I thought I’ve got it all figured out and got it done…  My first try at getting transactions into my new account, I signed on to my bank and downloaded through them to QB. I did this way because I wanted just a few transactions as a test. All went fine, bank rules also. Feeling elated I broke to help my wife with a puzzle.

 I returned to QB and started my download. A warning box appeared stating: “you haven’t selected anything to send from your outbox.” Yet it started downloading. It has now been downloading for over twenty minutes. I believe I have a problem.

Hello mox,

When you connect your bank for the first time, QuickBooks will try to download up to 90 days worth of transactions. Though some cases depends on how much transactions the bank allows us to download. Let's do a few troubleshooting steps to fix this.

1. Close and reopen QuickBooks Desktop.
2. Update QuickBooks to the latest release.
3. Do the Verify and Rebuild process.

Let me know what the results are so I can further assist you. Additional details about it would be much appreciated.

why are the rules not showing up in th cenew advance bank feed, they show up in quick and classic but not in advance

Hello there, indiman.

The troubleshooting steps provided by my colleague JamesDuanT will help the system get the most up-to-date fixes and identify if there are any issues that are causing the bank rules not to show up on your bank feeds. If you haven't performed them yet, I'd recommend doing so. 

If you get the same after doing the steps above, I'd suggest contacting us so we can further check what's causing the unexpected behavior. You can use this link to contact us outside the system. Just enter the edition you're using and a brief description of your concern. Click Continue to be routed to our list of support types. 

Keep me posted on how this works. I'm just here to help you. Take care and stay safe!

what procedure creating a new company and restarting?

why when I just updated to a 2021 version , I can only assume it still not working or still a beta version

Thanks for keeping us posted, indiman.

You'll start with closing and reopening QuickBooks Desktop. Update it to the latest release and try looking into the Banking page to see if the bank rules are now showing. If not, you can do the Verify and Rebuild process. If you get the same result, you can go to this page and contact us. 

Feel free to post again if you need more help. Take care!

done what you asked still the same issue

have also contacted no solution was provided with chat person

Thanks for getting back to us, indiman.

I do appreciate your time in contacting us and letting us know of your progress. Updates have been released and each mode displays and handles transactions in the bank feeds differently. You'll want to manually add the rules if you wish to switch modes from one to the other. 

To help you through switching and categorizing your transactions using the different bank feeds mode, you can check out this link: Add and match Bank Feed transactions in QuickBooks Desktop.

Let me know if you have other questions. Have a good one!

Is Quickbooks seriously telling us that if we upgrade to 2021 with the horrible new Advanced Mode for rules that we lose all existing rules? I have over 200 for some clients. This can't be right. Why would they do that. Makes no sense whatsoever. Whoever is designing these so called improvements obviously doesn't use the actual product. Quickbooks just keeps getting worse and worse.

Anybody recommend a better desktop software? If I'm going to have to recreate work for all 38 clients of mine, I would rather switch software then to keep putting up with Intuits BS. Greedy greedy greedy company as it is. Just pushing for total control to nab that monthly fee.

-CONFIRMED: With a little bit of time a patience, rules can be imported into QBO through the rules Export/Import section.

1) Export an example template from existing rules

2) Use that spreadsheet to create a new spreadsheet of rules OR to properly format the spreadsheet that is being imported. 3) Save the import document as a .xls or .csv

4) In QBO.. Banking --> Rules -->> Click the arrow next to "NEW RULE" then "Import Rules"

5) Check the rules in QBO to confirm if all were imported properly.

Has Quickbooks figured out a way to export banking rules for QB Desktop yet?

Hi there. I'm here to give updates on the transferring of bank rules functionality.

Currently, the transfer of bank rules between company files in QuickBooks Desktop is not possible due to their being company file-specific. Manually recreating them is still the best way forward. You may also find helpful workarounds shared by my colleagues and Community members on the thread above.

Additionally, I recommend sending feedback within your QuickBooks Desktop, as this is an essential feature that will ease the process of transferring to new company file. Your experience will highlight where the software needs to improve.

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
3. Enter any suggestions/feedback in the Here is my suggestion: field.
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
5. Select Send Feedback.

For future use, check out this website in case you need assistance with other QBDT-related concerns: Self-help articles.

We're always here in the Community should you have further concerns about bank rules in QBDT. Take care.