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Level 1

Transfer Banking rules in between two accounts of same foreign currency

How come I can't create transfer rule between two accounts of the same foreign currency, I understand how this might be an issue between different currencies. Can this be fixed please? 

2 Comments
QuickBooks Team

Transfer Banking rules in between two accounts of same foreign currency

It’s great to see you in the Community, bustabru.


In QBO, you can configure a rule to apply it to all or specific accounts. However, the option to transfer it between accounts of the same foreign currency is unavailable at this time.


You’ll have to manually create the bank rule and associate it with the other currency. Let me guide you on how to add one.

 

  1. Go to the Banking menu on the left panel to select Rules.
  2. Click the New rule button to open the Create Rule screen.
  3. From there, fill in the field boxes and set the conditions.
  4. Click Save.  

For more insights into this process, check out this article: Setup bank rules to categorize online banking transactions in QuickBooks Online.


Additionally, this link contains resources that can help manage bank transactions smoothly: Self-help articles.


Please let me know if you have further questions. I'll be here to keep helping. Take care and have a wonderful day.

QuickBooks Team

Transfer Banking rules in between two accounts of same foreign currency

Hello again, bustabru.


May I know if you’re able to create a new bank rule for the other foreign currency? I’m here to ensure this is taken care of for you.


If you run into any hurdles performing any of these steps, leave a comment below. I’ll be glad to provide further assistance.

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