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How to export quickbooks desktop rules to quickbook online?

 
5 Comments
Established Community Backer ***

Re: How to export quickbooks desktop rules to quickbook online?

To my knowledge, bank rules cannot be exported from desktop to online. They will have to be manually entered. You can export bank rules from one QuickBooks Online account to another.
Super Explorer **

Re: How to export quickbooks desktop rules to quickbook online?

This is very disappointing to say the least!  I have over 150 rules from one of my client's desktop versions and not able to export them is simply deplorable...  Yet another derogatory check towards the inefficiency of this cloud based version...

QuickBooks Team

Re: How to export quickbooks desktop rules to quickbook online?

I understand how you feel when something isn't working the way you need it to, @Budget Friendly Bookkeeping.

 

As of the moment, there's isn't an option to export and import your bank rules from QuickBooks Desktop to Online. This is because they have different platforms and you can only export and import your lists.

 

Regina_Lend_A_Hand_Accounting is correct. You can manually enter your bank rules so you can use them in the online version.

 

In addition, here's an article you can read to learn more about how you can use bank rules: How to Set and Use Banking Rules for Downloaded Transactions?

 

In case you need some tips and related articles in categorizing your bank transactions, you can visit our Banking and Bank Feeds articles for reference.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Super Explorer **

Re: How to export quickbooks desktop rules to quickbook online?

Unless I missed something, the link you provide clearly states QBO to QBO not QBD to QBO. Pleaes please please, point me in that direction...

Thank you

QuickBooks Team

Re: How to export quickbooks desktop rules to quickbook online?

Hello, @Budget Friendly Bookkeeping.

 

Let me share some information on how the importing process works in QuickBooks Online.

 

When converting your QuickBooks Desktop company file to QuickBooks Online, there are some pieces of information that are not included. This includes the banking rules. For more insights, you can check this article: What isn't imported when you move from QuickBooks Desktop to QuickBooks Online?

 

Meanwhile, importing your banking rules is currently available for QBO to QBO account only. Currently, the ability to export your bank rules from QuickBooks Desktop and import it to QuickBooks Online is not yet available.  I can see how beneficial this feature to you and your business especially in streamlining the QuickBooks Desktop company file conversion process. I'd personally share this to our Product Developers for future considerations in feature updates.

 

In the meantime, you'll have to manually re-create the rules in your client's QuickBooks Online new company file.  Also, there are some rules used in one of your client's account that can be applied to another.

 

To export rules from your existing client's account, here's how:

  1. Go to the Banking menu.
  2. Choose the Rules tab.
  3. Click the New Rule drop-down menu.
  4. Select Export rules. b.gif

Once completed, open the downloaded file and delete the rules that do not apply to your new client's account.

 

To import banking rules to the new, here's how:

  1. Click the Banking menu.
  2. Choose the Rules tab.
  3. Go to the New Rule drop-down menu.
  4. Select Import rules.
  5. From the Import rules window, upload your list of bank rules.
  6. Mark the rules applicable to your new client's account, then click Next. b1.gif
  7. Map the rules to your client's account. b2.gif
  8. Click Import.

You can read through these articles to learn more abourt managing your QuickBooks Online account:

Keep me posted if you have other questions. I'm always here to help.

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