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Kovbasiuk
Sep 15, 2022 5:31 PM UTC
Question

How to create multiple bank rules at once?

Deat community, could you please advise how can I create multiple bank rules at once?

I have a credit card account where I have few thousand transactions paid to hundreds vendors.

It would take many day to create hundreds rules.

Thank you!

1 reply

MirriamM
Sep 15, 2022 7:09 PM UTC

Thanks for posting your concern here in the Community space, @Kovbasiuk.

 

At this time, creating multiple bank rules at once is not an option in QuickBooks Online (QBO). I know how you wanted to utilize the bank rules feature to help you save time and reduce categorization. With this, I recommend sending feedback to our product development team. 

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

For more details how the bank rules feature work, see this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Then, use this reference to ensure your account are balanced and accurate: Reconcile an account in QuickBooks Online. 

 

I'm always around if you have other questions about managing your bank transactions in QuickBooks Online. You can drop a comment below, and I'll gladly help. Have a great day.

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