QB Issue Resolution:

At this time, Bank Rules are not carried over when moving your QuickBooks Desktop file to the online version. When you’re done with the migration process, you can manually set up new Bank Rules in QBO.


Here’s how:

  1. Click Banking on the left panel.
  2. Select Bank Rules.
  3. Click the New rule button on the upper right-hand corner.
  4. Enter the details of the rule.
  5. Click Save.

It would be best to share this idea to our developers for a chance to be added in a future update. Here’s the link to send feedback: https://feedback.qbo.intuit.com/.


You can also check this article to learn more about the import limitations.

Resolution for Issue 'Do bank rules transfer from desktop to online during conversion?' available: Yes (Solved).
Source: Intuit Community forum.

Do bank rules transfer from desktop to online during conversion?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for bank rules
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Error Recovery for bank rules [Canada]
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