QuickBooks Team

Banking

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.

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