A.2.8 Importing Bank Rules
- 14 steps
Start in the Sample company.
1
To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Now let's get started with the exercise.
2
To begin, use [this link](https://intuitproadvisorstorage.blob.core.windows.net/$web/filestore/documents/Bank_rules_file_22.xlsx) to download the Sample Rules file from Intuit.
Once downloaded, you will need to open the file and save as in a different format; otherwise, QBO will not recognize the file during the import.
In order to save the document, click "Save as" in the spreadsheet, then change the file format to "Excel 97-2003 Workbook (\*xls)". Click "Save" again. This new version is the one we will use for the import.
3
From the left navigation bar, hover over Transactions, then select "Rules".
4
Click "Go to rules".
*Note that you will only see this step if this is your first time visiting the Rules tab.*
5
Click the down arrow next to New rule, then select "Import rules".
6
Click "Select the file to upload" box and select the file you downloaded at the beginning of the exercise from your computer files.
*Be sure to select the file in the "Excel 97-2003 Workbook (\\\*xls)" format.*
7
Click "Next"
8
Since we want to import all three rules, click "Next".
Note that "Hall Properties Rent" does not have a matching Payee, and "Car" does not have a matching Category in Craig's account. You will need to match these to similar ones in Craig's account.
9
In the Hall Properties Rent field, select "Hall Properties".
10
In the Car field, select "Automobile".
11
Click "Next"
12
Click "Finish".
All three rules have successfully been imported.
Now, let's see how the Hicks Hardware rule is applied.
13
Click "Bank transactions".
