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Nicole_Willia
Level 1

Prioritize Bank Feed Rules

I 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! 

2 Comments 2
DebSheenD
QuickBooks Team

Prioritize Bank Feed 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:
 

  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:
bank1.PNG
 

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:
 

  1. Click Help at the top.
  2. Select Send Feedback Online.
  3. Choose Product Suggestion.
     

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. 

Nicole_Willia
Level 1

Prioritize Bank Feed Rules

So its not available then. 

"Re-arranging" them doesnt change the rank or priority. 

 

Thanks 

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