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Level 3

Transfer Banking Rules?

I am wondering if there is a way to copy a list of bank rules from an existing company on my desktop to a new company. both company's are the same just need to start fresh

 thanks

 

 O r at least b able to print it out I don't use online it is on my desktop.

Solved
Best answer April 10, 2020

Best Answers
Highlighted
QuickBooks Team

Transfer Banking Rules?

Thanks for checking in with us, @mox.

 

I want to make sure your concern about importing bank rules in QuickBooks Desktop gets taken care of.

 

At the moment, Bank Rules from QuickBooks Desktop cannot be transferred or print. I can send this to our developers to add this feature soon to our future product updates. For now, I'd recommend manually set them up into QuickBooks.

 

Here's how to create a renaming rule in QuickBooks Desktop:

  1. Go to the Banking menu, then click Bank Feeds.
  2. Choose Bank Feeds Center.
  3. Select Rules in Bank Feeds window.
  4. Select Manage Rules drop-down then choose Add New.
  5. In Add Rules Details window, provide a Rule Name.
  6. From the Description drop-down, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule. If you want to create more conditions, select the button.
  7. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.
  8. Select Save.

I've got you an article to learn more about setting up Bank Rules in QuickBooks Desktop: Use renaming rules for Bank Feeds.

 

Stay in touch if you have any other questions about bank rules in QuickBooks. I'm always here to answer them for you.

View solution in original post

7 Comments
Highlighted
QuickBooks Team

Transfer Banking Rules?

Thanks for checking in with us, @mox.

 

I want to make sure your concern about importing bank rules in QuickBooks Desktop gets taken care of.

 

At the moment, Bank Rules from QuickBooks Desktop cannot be transferred or print. I can send this to our developers to add this feature soon to our future product updates. For now, I'd recommend manually set them up into QuickBooks.

 

Here's how to create a renaming rule in QuickBooks Desktop:

  1. Go to the Banking menu, then click Bank Feeds.
  2. Choose Bank Feeds Center.
  3. Select Rules in Bank Feeds window.
  4. Select Manage Rules drop-down then choose Add New.
  5. In Add Rules Details window, provide a Rule Name.
  6. From the Description drop-down, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule. If you want to create more conditions, select the button.
  7. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.
  8. Select Save.

I've got you an article to learn more about setting up Bank Rules in QuickBooks Desktop: Use renaming rules for Bank Feeds.

 

Stay in touch if you have any other questions about bank rules in QuickBooks. I'm always here to answer them for you.

View solution in original post

Highlighted
Level 3

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

Highlighted
Level 3

Transfer Banking Rules?

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

Highlighted
QuickBooks Team

Transfer Banking Rules?

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!

Highlighted
Level 3

Transfer Banking Rules?

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

Highlighted
Level 3

Transfer Banking Rules?

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.

 

Highlighted
Moderator

Transfer Banking Rules?

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.

 

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