How to Import Bank Rules from QuickBooks Online to Desktop?

by James Antonio

Before we go into the process steps for importing the bank rule from QuickBooks Online to desktop, it’s better to first understand, what are Bank rules. Bank rules are nothing but an added functionality in QuickBooks Online that helps in categorizing recurring transactions each month even if they come with a slight difference. It also helps in customizing the variable of the bank feed in QuickBooks Online, which ultimately leads to the automation of the bank transactions.

Now if we talk about importing the Bank rules from QB online to QB desktop, this functionality is not available in current timing, so you may have to manually set up the bank rules in QuickBooks Desktop. Let us see in the below section how to do this?

Process Steps for Importing or Manually Setting up the Bank Rules in QuickBooks Desktop

Step 1. First of all, click on Banking menu > then Bank feeds and choose Bank feed centre> now click on rules in Bank feeds window.

Step 2. After that, click or select the Manage rules drop-down menu and click on Add new.

Step 3. Now in Add rules window, enter the rule name, and from the description drop-down menu, select the data for the description field. In case you want to create more than one condition click on the plus button.

Step 4. Now make the appropriate selection from the drop-down menu from the ‘Do this’ section and then enter the Payee or Account name.

Step 5. In the last step, click on save to complete the process.


Now once we are aware of the process of manually creating the bank rules in QuickBooks Desktop, let us now look into some common FAQs by the users:

How can I Export the Bank rules from QuickBooks Desktop?

Go to the navigation menu > click transactions > Banking or Banking feed (whichever you find). Now click on the arrow for updating or managing the rules. Now on the rules page click on New rules and then select export rules.

Please Explain the Process steps for entering Bank Transactions manually in QuickBooks Desktop?

First, click on the plus icon > then choose the transactions that you want to create and then click on the statement. Choose the statement that you wish to create and click save and close.

How can I modify or Rename a Bank Rule in QuickBooks Desktop?

First, click on Bank feeds > Bank feeds centre > choose rules in Bank feeds window > and highlight the rule you want to modify or rename. Now from the action column, click on the drop-down menu and choose the edit rule. Now the change the details of the rule and click on save.

How can I Delete the Bank Rules in QuickBooks Online?

At first, you need to go and click on banking from the left tab > and click on the rules tab. Now look for the rules under the action column and click on the down arrow reflecting against the Edit option. Now click on delete and then click on Yes to confirm your action.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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