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Jan 14, 2023 10:40 AM UTC
Question

How do I stop Rules from auto-applying upon importing them into Quickbooks Online?

I've exported hundreds of rules out of a client's books. Now I'm sorting them into categories into excel so I can make sense out of them to better utilize this function and to ensure there are no repeats or collisions occurring. I am then creating separate spreadsheets just for different categories and am ready to import them. What I am finding however, is that the rules will come in ready to be applied.  I know how to disable rules within the rules section of Quickbooks online, but that's only to the rules that are already there.  Is there a switch to stop rules from running period?

2 replies

Jan 14, 2023 10:45 AM UTC

Never Mind.  I decided to do a simple test of 1 record and it actually came in disabled - just the way I have my rules set up in the file for now - YEA!!

 

Thank you in advance if anyone was in the process of answering.  

Jan 16, 2023 3:09 PM UTC

Hi there Budget Friendly Bookkeeping,

 

I'm happy to hear that that worked for you. if you have any other questions, feel free to reach out here.