Importing and Exporting Bank Rules Into QuickBooks Online

Importing and Exporting Bank Rules Into QuickBooks Online

How to Import/Export Bank Rules Into  QuickBooks Online
  • Bank rules are great for controlling how incoming bank transactions are categorized before you accept them into QuickBooks.
  • Rules save time and minimize typing mistakes!

Below are instruction on how to import and export rules, which is convenient if you manage multiple companies.

First, Create the Rules

  1. From the left navbar, select Transactions > Banking.
  2. In the upper right corner, click the ▼ to the right of Update and select Manage rules.
  3. Click New rule.
  4. Create the rules you want to export.

Second, Export Those Rules

  1. Click the dropdown arrow to the right of New rule on the Rules page and select Export rules.
  2. Follow the onscreen instructions to export the rules to an Excel file. By default, the file is named [company] Bank_Feed_Rules.xls.

Third, Import Those Rules into Another Company

  1. Open the QuickBooks company you want to update and select Manage rules.
  2. From the left navbar, select Transactions > Banking.
  3. In the upper right corner, click the drop-down arrow to the right of Update and select Manage rules.
  4. In the upper right corner, click the drop-down arrow to the right of New rule and select Import rules.
  5. Select the Excel file containing the exported rules, and click Next.
  6. Select the rules you want to import and click Next.
  7. If the company you’re importing bank rules to doesn’t have the right payees and categories set up, you can specify them at that time.
  8. Click Import and then click Finish.