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.
- Click Banking on the left panel.
- Select Bank Rules.
- Click the New rule button on the […]
Resolution for 'bank rules issue: 'Do bank rules transfer from desktop to online during conversion?' available: Yes.
The bank rules 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 bank rules issue yourself by looking for a resolution described in the article. If it is a complex bank rules issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank rules support options.
For more information about resolving issues related to bank rules in Quickbooks/QBO or to get support for the issue 'Do bank rules transfer from desktop to online during conversion?', click the link below: