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Budget Friendly Bookkeeping
July 8, 2021
Question

Exporting Rules do not take Accounts

  • July 8, 2021
  • 1 reply
  • 0 views

Perhaps my situation isn't unique, however, I need to get this issue addressed once and for all.  I have given away way too much of my valuable time and effort to clients who have paid me for time spent on their books but not for programming their books for future benefit.

 

What I am speaking of are these Rules (AKA Programming).  In some cases, I have created HUNDREDS of Rules to make MY job easier for the MERE pittance these clients pay, should they even have any money at all.  Because I am retired, many times they feel they can take advantage of me, although I have over 45 years experience in the accounting field.  Don't get me wrong, I like helping, but I also do not like being taken advantage of.

I know we can disable and enable Rules from being applied automatically

(Oh - and By The Way - The QB Team needs to allow the Bookkeeper to turn this feature on and off BEFORE the books are accessed (once turned on that is)!!  How infuriating it is to see all entries are entered before we even had a chance to decide whether or not we want them to be entered or not - I mean OMG - who thought of this anyway??!!)
However, I would like to not only have the ability to BACK UP the Rules WITH THE ACCOUNT INFO but I would like to delete them from the client account altogether, in case they decide I am no longer needed.  I do not wish for MY WORK to be handed over to someone else who would more than likely be making 3 to 4 times more $$$ than me earning their keep based on my work!!

The last thing I want to do is to delete these Rules from the account and then have to import them and assign 500 accounts to all of these Rules again, so PLEASE, get this FIXED!!...

 

Thank you.

 

1 reply

M
Mark_R
July 8, 2021

I appreciate the detailed information you've shared, @Budget Friendly Bookkeeping.

 

The option to export bank rules with category (account info) is currently unavailable.

 

I can see how useful it is for you to have the ability to back up bank rules with the account info. However, this is how QuickBooks is designed when exporting rules. For now, I suggest submitting feedback directly to our product engineers to review the option and consider adding it in the future update. Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Gear icon, then select Feedback.
  3. Enter your product suggestions and click Next to submit feedback.

 

On the other hand, if you want to continue removing those rules, you have the option the delete multiple bank rules from your client's account. Let me guide you how.

 

  1. Go to your client's QuickBooks account.
  2. Click Transactions from the left menu, then select Rules.
  3. Put a checkmark on the rules you want to delete.
  4. Then, select Delete from the Batch Actions drop-down.
  5. Select Yes to confirm.

 

Also, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please continue to reach me here in the Community if you have additional questions about bank rules in QuickBooks Online. I'll be sure to get back to you.

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