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May 21, 2021
Question

I need an Excel listing of RULES

  • May 21, 2021
  • 1 reply
  • 5 views
I have over 100 RULES, and need to pull an Excel listing so I can go over them with my client How do I do this?

1 reply

Morgan_B
QuickBooks Team
May 21, 2021

Good morning, Hartley Singer.

 

Thanks for reaching out for support here in the Community. I'm here to provide some info regarding exporting bank rules in QuickBooks Online. 

 

This can be done in just a few clicks. Here's how:

 

1. Hover over the Banking tab and click Rules.

2. Select the green drop-down arrow beside of the New Rule button in the top right corner.

3. The Excel sheet will then appear as a downloaded file on your computer.

 

I'm sharing a visual below of how this looks in your account

 

 

I recommend checking out the following linked article for even more info on setting up bank rules in QuickBooks Online.

 

With this info, you'll be able to export the rules to easily review them with your client. Please don't hesitate to reach back out if you have any other questions. Take care!