Express Books BOOKKEEPING, ACCOUNTING, & QUICKBOOKS

Bank rules are great for controlling how incoming bank transactions are categorized before you accept them into QuickBooks. Rules save time and minimize typing mistakes!

This article explains how to import and export rules, which is convenient if you manage multiple companies (like accountants often do).

First, create the rules

1. From the left navbar, select Transactions > Banking.
2. In the upper right corner, click the ▼ to the right of Update and select Manage rules.
3. Click New rule.
4. Create the rules you want to export. For more information and examples of rules, see the article How to use QuickBooks bank rules.

Second, export those rules

1. Click the ▼ to the right of New rule on the Rules page and select Export rules.
   
2. Follow the onscreen instructions to export the rules to an Excel file. By default, the file is named [company]_Bank_Feed_Rules.xls. For example, if your company name is Black Duck, the file will be named Black_Duck_Bank_Feed_Rules.xls.