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 ...
In QuickBooks Desktop (QBDT), you can use theRenaming rulesfeature to help manage bank transactions in which this is available if you are in theExpress Mode. However, if you're inClassic Mode, you'll use payee aliasing instead. To create a renaming rule, here's how: ...
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Bank rules work similarly in QuickBooks Online as they do in QuickBooks Desktop. If your rules have been automatically migrated from QuickBooks Desktop, notice the following differences: QuickBooks Online supports up to 5 conditions per rule. The first 5 conditions for each ...