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wr7
December 17, 2021
Question

Trying to import bank rules. I exported a set of rules to .xls file, imported them and started stepping through wizard. Got to step 3 and import button is greyed out?

  • December 17, 2021
  • 1 reply
  • 0 views
Does anyone know if this feature is broken? I haven't edited the QBO file that downloaded. The rules are working in my other company. I am using the same customers, vendors, chart of account, etc. The two companies are identical having both been created identically from the exact same files using the "import data" feature and the same csv files. Just curious if this feature works for anyone and if so, maybe someone could share a screen shot of what a "functional" step 3 is supposed to look like? Thanks in advance for your help!

1 reply

J
JonpriL
December 19, 2021

We haven't received reports regarding this feature, @wr7.

 

There are times your browser is full of frequently accessed page resources causing websites, like QuickBooks Online (QBO), to act weirdly. And can be the reason why the Import Rules feature is not working as expected.

 

To begin with, let's consider logging into your QBO account using a private browser. To use a private or incognito browser, here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P
  • Edge: Ctrl + Shift + N

 

If this works, it means you need to clear your browser's cache so the system can start fresh and you're now able to import a set of banking rules. But if you get the same result while using a private browser, let's switch to different supported browsers instead.

 

Meanwhile, it's best to make sure the name Customer, vendor, or employee) and the category of the rules matches each file, including every character and the account number. Below is a sample screenshot of this feature:

 

 

You may also read this reference so you're able to review your credit card account in QuickBooks to make sure it matches your credit card statements: Reconcile an Account in QuickBooks Online.

 

Let me know in the comments below if you've got questions other than organizing your banking rules and transactions. I'll be here ready to lend a helping hand. Have a good one!

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