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jmajano
February 6, 2023
Question

Bank Feeds Rules

  • February 6, 2023
  • 1 reply
  • 0 views

Hello All, 

 

I have 20 companies I do the books for and they all have similar parallel transactions. I use QB Enterprise and would like to know if you have a trick for exporting bank feeds rules from one company and importing into another company. 

 

I have reached out to support and they said it is not an option at the moment. 

 

Thank you

1 reply

AlcaeusF
AlcaeusF
February 7, 2023

Hi @jmajano,

 

I appreciate you sharing with us what you've done to resolve the issue. I'm here to clarify information about the Banking feature in QuickBooks Desktop.

 

The ability to export and import bank feed rules in the Desktop version is unavailable. The only way is to create the rules manually to categorize transactions.

 

Handling multiple companies requires some automation of other features in QuickBooks to save time. For now, I encourage sending feedback about the limitation straight to our product engineers.

 

Managing multiple companies requires some automation of other features in QuickBooks to save time. For now, I encourage sending feedback about the limitation straight to our product engineers.

 

Our developers strive to improve the features and navigation for a better user experience. As we assess this, you can follow these steps to submit feedback:

 

Here's how to submit feedback:

 

  1. Open QuickBooks Desktop.
  2. Click the Help tab at the top menu bar.
  3. Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

 

Also, did you know you can create a rule in Express or Advanced mode? You can use this link to help figure out what works best for you in using bank rules in QuickBooks: Create rules to categorize transactions in QuickBooks Desktop.

 

Drop by anytime you have more questions about the availability of the features you need in QuickBooks Desktop. You can get back to us by clicking the Reply button. Please take care always.

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