If I create rules for QuickBooks for windows, will the transfer to MacOS or will I need to recreate them?

Hi jgoforth-safeloc,

Great job looking into what could happen to your QuickBooks Online account before changing operating systems. I'd be happy to go over this with you.

One of the great features of QuickBooks Online is that no matter what operating system you use or if you use the app or website all your information is saved and accessed from the cloud. What that means is any changes you make or enter will be there regardless of how you access it. So you can change your operating system at any time without worry of losing any work you have done.

In case you need assistance with creating rules in QuickBooks online you can follow the steps in this link on how to create them.

Have a great day!