Manage bank rules

This explains how to amend and manage your bank rules.

  • Edit and prioritize bank rules

  • Delete bank rules

  • Copy rules between bank accounts

  • Use the export and import options to copy bank rules between businesses

Things to consider

Each bank rule is assigned to a specific bank account.

If you have more than one bank account and want to use the same rules, consider copying the rules to another bank account.

If you have multiple businesses or are an accountant or bookkeeper, use the export and import options to copy rules between businesses or clients.

Access bank rules

There are two ways to get to the Bank Rules page. Depending what page you're on, select:

  • Banking, Manage bank rules.

location of Manage bank rules button

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

location of Mange bank rules from account tile

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

location of rules management button

Edit bank rules

  1. To see the rules for a specific bank, choose the bank from Bank Accounts drop-down list.
  2. Open the relevant bank rule.
  3. Make the required changes and Save.

Delete bank rules

  1. To see the rules for a specific bank, choose the bank from Bank Accounts drop-down list.
  2. Use the check boxes to select the rules you want to delete.
  3. Select Delete from the action toolbar.

Copy bank rules

  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.

location of the copy button

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

  2. Select Copy rules.

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

Export and import bank rules

Use this when you want to copy rules between businesses, or have a large number of rules to reconnect to a new or updated bank feed.

When reimporting rules, all the rules in the export file are copied to the selected bank account. If you have multiple banks with different rules, export the rules for one bank at a time.

Export bank rules

  1. From Banking, choose Manage bank rules.

  2. To see the rules for a specific bank, choose the bank from Bank Accounts drop-down list.
  3. Select the bank rules you want to export.
  4. Select Export from the action toolbar.

location of export button

  1. We create a bank rules file (*.json) and save it in the Downloads folder on your computer.
  2. Close the Bank Rules page.
  3. If you are importing them to another business, sign out and then open the other business.

Import bank rules

  1. 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.

  2. Select Import bank rules.

location of import bank rules button

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

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

After changing bank rules

Be sure to select Apply rules to pending transactions to re-apply your rules to your next batch of incoming transactions.

location of link to apply bank rules changes

Related topics

What are bank rules

Create bank rules