Import Bank Rules from QuickBooks Online to Desktop

by James Antonio Marketing Head

When you’re starting a business, it can be easy to overlook the importance of proper banking and accounting. However, without proper management of your finances, your business may not be able to grow as anticipated. That’s where importing bank rules from QuickBooks Online to your desktop comes in handy. By importing these rules, you can easily track your finances and make sure that everything is in order. In this article, we’ll show you how to import bank rules from QuickBooks Online to your desktop—it’s simple and straightforward, so get started today!

What is an Import Bank Rule?

An import bank rule is a set of instructions, typically found in QuickBooks Online, that help you track your business finances. By following these rules, you can keep your finances organized and accurate.

How to Import Bank Rules from QuickBooks Online to a Desktop?

Launch QuickBooks Online.
In the left-hand navigation bar, select File > Import & Export > Bank Rules.
In the ImportBankRules window, click the blue arrow next to the bank you want to import your rules from.
Click the Browse button and locate your QuickBooks Online bank file (.QBW). If you don't have a bank file, create one now by clicking the New Bank button on the left side of the window and following the instructions onscreen.
Select your imported QuickBooks Online bank files in the Files list and then click OK to close the window.
You're now ready to start importing your rules! To begin, double-click any rule in your Bank Rules window and QuickBooks will open that rule's settings in its own dialog box (see below). After you've made any changes you want, simply click OK to close the dialog box and return to your QuickBooks Online Bank Rules window where all of your imported rules are listed (see below).
To delete a rule from your Bank Rules window, select it and then click the Delete button on the toolbar.
To rename a rule in your Bank Rules window, click the title of the rule and then type a new name in the text box next to it. QuickBooks will automatically change the file name to match.
To preview a rule before you import it, click the Preview button on the toolbar.
Click the blue arrow next to the bank you want to import your rules from and then click Import Bank Rules to start importing your rules.
When the import is complete, you'll see a message indicating that your rules have been imported and updated. Click OK to close the Bank Rules window and return to your QuickBooks Online account.
You can also open your imported rules in a separate window by selecting the rule (s) and clicking Open in New Window on the toolbar.
If you ever need to revert to the original QuickBooks Online bank rules, you can do so by re-importing your bank files using the steps in this guide.

NOTE: If you have more than one bank account in QuickBooks Online, you'll need to import the rules for each bank separately.

Learn about QuickBooks Desktop 2023

What to do if you can't find the rule you're looking for

If you're looking for a specific QuickBooks rule, but can't find it on the QuickBooks Online website, there are a few things you can do to try and find it. First, use the Search bar at the top of the page to search for specific keywords. You can also browse by category or type of transaction.

If you still can't find what you're looking for, you can contact customer service. They may be able to provide you with a list of rules that apply to your situation or help direct you to where you can find the rule in QuickBooks Desktop.

Tips for importing bank rules from QuickBooks Online to a desktop

Importing bank rules from QuickBooks Online to a desktop can save time and money. Here are four tips for importing bank rules:

Choose the right file format. QuickBooks Online offers two formats for importing bank rules: XML and CSV. If you want to import all of your bank's rules at once, choose the CSV format. If you only want to import a few specific rules, choose the XML format.
Organize your data before importing it. Before you import your data, make sure to organize it into folders based on what type of rule it is (e.g., checking account, credit card, etc.). You can also create sub-folders within those folders if necessary.
Use a text editor to edit your data before importing it. Once you've organized your data, use a text editor to edit it so that it's in the correct format for importing into QuickBooks Online.
Import your data using QuickBooks Online's Export function. To export your data using QuickBooks Online's Export function, first select the file(s) that you want to export and then click Export in the menu bar at the top of the window.

If you have any questions or problems importing your bank rules, please contact QuickBooks support.

Conclusion

If you're using QuickBooks Online to manage your business finances, you may want to start exporting your bank rules so that you can apply them to your desktop version of the software. This guide will show you how to export and import bank rules in QuickBooks Online.

Reference: https://www.zupyak.com/p/3331373/t/how-to-import-bank-rules-from-quickbooks-online-to-desktop