Manage bank rules

There's a few ways to get to the Bank Rules page. Depending what page you're on, select:

• Banking, Manage bank rules.

• Actions, Manage bank rules from the bottom right-hand corner of a bank account on the Banking page.

• Rules management from the top of the Incoming Bank Transactions page.

1. If necessary, select an account in the Bank accounts field.
2. Find and then double-click to open the relevant bank rule.
3. Make the required changes and then select Save or select Delete to delete it.

Use export and import when you want to use the same bank rules in multiple accounts or businesses. First, you'll need to export bank rules from the account where they're set up, then import them to the other account.

Export bank rules

1. If necessary, select an account in the Bank accounts field.
2. Select the bank rules you want to export.
3. Select Export from the action toolbar.

4. Accounting creates a bank rules file (*.json) and saves it in the Downloads folder on your computer.
5. Close the Bank Rules page.
6. If you are importing them to an account in another business, sign out and then open the other business.

Import bank rules

7. On the Banking page, select Actions, Manage bank rules from the bottom right-hand corner of a bank account you want to import rules to.

8. Select Import bank rules.

9. Select Upload your json file and then browse to the export file to import the bank rules.

10. The imported bank rules are listed on the Bank Rules page.

1. If necessary, select an account in the Bank accounts field.

2. Select the bank rules you want to copy.

3. Select Copy from the action toolbar.

4. Select the account you want to copy the rules to in the Destination bank account field.

5. Select Copy rules.

6. The copied bank rules are listed on the Bank Rules page.