How do I use the import Bank Rules function. It appears that I have to do coding? Any simple way to do this or templates found online?

Hi there, 

QuickBooks offers a powerful Banking Rules feature which allows you to categorize your transactions so they go in the right accounts. Bank rules speed up this review process. You can create rules that automatically categorize transactions for you. The more QuickBooks uses your bank rules, the better it gets at categorizing. After a while, it can even scan transactions and add details like payees.

QuickBooks makes it easy to import bank rules. If you'd like to export the bank rules from the another account and import them to another here's how:

1. Sign in to the company file you want to export the bank rules from.
2. Go to the Banking menu or Transactions menu. Then select the Rules tab.
3. Select the New Rule ▼ dropdown and then Export Rules.
4. Save the export file in Excel.
5. Sign out of the company file and sign in to the one you want to import the rules into.
6. Go to the Banking menu or Transactions menu. Then select the Rules tab.
7. Select the New Rule ▼ dropdown and then Import Rules.
8. Select Browse and find the Excel file you exported.
9. Select the rules and details you want to import.
10. Follow the prompts to finish the import.

For more info on this, check out this helpful article: Bank Rules. Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.