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June 8, 2024
Question

Can groups be created for "Rules" the same way it can be done for "Tags"? I have so many rules; it would be nice to be able to group them so they are easier to find.

  • June 8, 2024
  • 1 reply
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1 reply

JaeAnnC
June 8, 2024

Let me elaborate on grouping your bank rules in QuickBooks Online (QBO), Sailly.

 

Currently, the option to create a group for your bank rules is unavailable in QBO. Nonetheless, our software engineers would love to hear your valuable idea about having this functionality. That said, I recommend submitting your suggestion so they can consider it in our future product developments.

 

To do that:

 

  1. In the Gear icon, click Feedback.
  2. Enter your feature request.
  3. Select Next.

 

Moreover, I recommend performing monthly reconciliations in QBO to maintain the accuracy and balance of your company records.

 

Should you require further assistance with bank rules, please don't hesitate to reach out. We're committed to providing prompt and helpful responses to your inquiries. Take care and have a great day.