Import/Export Bank Rules: Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)
We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!
Import/Export Bank Rules
Got clients that leverage the same vendors for purchases? Do you have some killer bank rules set up in one of their QBO files? You can Export those rules and then Import into the other QBO client file’s bank and credit card window.
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