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M
mox
April 10, 2020
Solved

Transfer Banking Rules?

  • April 10, 2020
  • 2 replies
  • 0 views

I am wondering if there is a way to copy a list of bank rules from an existing company on my desktop to a new company. both company's are the same just need to start fresh

 thanks

 

 O r at least b able to print it out I don't use online it is on my desktop.

Best answer by Maybelle_S

Thanks for checking in with us, @mox.

 

I want to make sure your concern about importing bank rules in QuickBooks Desktop gets taken care of.

 

At the moment, Bank Rules from QuickBooks Desktop cannot be transferred or print. I can send this to our developers to add this feature soon to our future product updates. For now, I'd recommend manually set them up into QuickBooks.

 

Here's how to create a renaming rule in QuickBooks Desktop:

  1. Go to the Banking menu, then click Bank Feeds.
  2. Choose Bank Feeds Center.
  3. Select Rules in Bank Feeds window.
  4. Select Manage Rules drop-down then choose Add New.
  5. In Add Rules Details window, provide a Rule Name.
  6. From the Description drop-down, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule. If you want to create more conditions, select the + button.
  7. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.
  8. Select Save.

I've got you an article to learn more about setting up Bank Rules in QuickBooks Desktop: Use renaming rules for Bank Feeds.

 

Stay in touch if you have any other questions about bank rules in QuickBooks. I'm always here to answer them for you.

2 replies

M
Maybelle_SAnswer
April 10, 2020

Thanks for checking in with us, @mox.

 

I want to make sure your concern about importing bank rules in QuickBooks Desktop gets taken care of.

 

At the moment, Bank Rules from QuickBooks Desktop cannot be transferred or print. I can send this to our developers to add this feature soon to our future product updates. For now, I'd recommend manually set them up into QuickBooks.

 

Here's how to create a renaming rule in QuickBooks Desktop:

  1. Go to the Banking menu, then click Bank Feeds.
  2. Choose Bank Feeds Center.
  3. Select Rules in Bank Feeds window.
  4. Select Manage Rules drop-down then choose Add New.
  5. In Add Rules Details window, provide a Rule Name.
  6. From the Description drop-down, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule. If you want to create more conditions, select the + button.
  7. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.
  8. Select Save.

I've got you an article to learn more about setting up Bank Rules in QuickBooks Desktop: Use renaming rules for Bank Feeds.

 

Stay in touch if you have any other questions about bank rules in QuickBooks. I'm always here to answer them for you.

    M
    moxAuthor
    April 11, 2020

    Thanks for your help Maybell, Ive become fairly proficient at Bank Rules. Over the years i've created About 200. That's why I wanted to copy, Oh well. I think the best thing to do now is simply back-up company then simply delete all transactions . I have 5 years of transactions. That why I wanted to set up a new(but same) company. I'll do a search on deleting transactions from register

     Thanks Again

     Mox

    M
    moxAuthor
    April 16, 2020

    Hi Maybelle.

     I have a question that might help my situation. I feel I do not have to set up a new company as I need all the same info in my chart of accounts, vendors, employee, etc. I feel I just need to setup a new Account in chart of Accounts ,in the bank category. I have tried to do this  question being: If I am successful in setting up this new account and get the bank feed to work, See my construction account at my banks . Will I need to set up new bank rules or does the new account that I set up in the existing company use the same rules.?

     Thanks in advance

    J
    jillyOz
    February 23, 2021

    Is Quickbooks seriously telling us that if we upgrade to 2021 with the horrible new Advanced Mode for rules that we lose all existing rules? I have over 200 for some clients. This can't be right. Why would they do that. Makes no sense whatsoever. Whoever is designing these so called improvements obviously doesn't use the actual product. Quickbooks just keeps getting worse and worse.

     

    Anybody recommend a better desktop software? If I'm going to have to recreate work for all 38 clients of mine, I would rather switch software then to keep putting up with Intuits BS. Greedy greedy greedy company as it is. Just pushing for total control to nab that monthly fee.

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