Access bank rules

You can access the Bank Rules page in several ways. Depending on your current page, 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. Select an account in the Bank accounts field if necessary.
2. Find and double-click the relevant bank rule.
3. Make the required changes and select Save or select Delete to delete it.

Use export and import to apply the same bank rules in multiple accounts or businesses. Export bank rules from the account where they're set up. You can import them to the other account.

Export bank rules

1. Select an account in the Bank accounts field if necessary.
2. Select the bank rules you want to export.
3. Select Export from the action toolbar.
4. The system creates a bank rules file (*.json) and saves it in the Downloads folder on your computer.
5. Close the Bank Rules page.
6. If importing to an account in another business, sign out and open the other business.

Import bank rules

1. On the Banking page, select Actions, Manage bank rules.
2. Select Import bank rules.
3. Select Upload your json file and browse to the export file to import the bank rules.
4. Go to the Bank Rules page to see the imported bank rules.

1. Select an account in the Bank accounts field if necessary.
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 Bank Rules page lists the copied bank rules.