Hello @mox.
The Bank Rules applied in the previous account will no longer work to the new account since this is newly added. You can create a new rule for this specific account.
Here's how:
- Go to Banking on the menu.
- Choose Bank Feeds, then Bank Feed Center.
- Click the Rules icon.
- Select Manage Rules drop-down then choose Add New.
- Add Rules Details.
- Enter a word or phrase you want to use as the condition for the rule.
- In the Do This section, enter the Payee name or the Account name.
- Click Save.
You can visit this article for detailed steps and fix common issues when there are unexpected results: Use renaming rules for Bank Feeds.
Let me share this information @mox. Because of the discontinuation, you’ll be unable to access support to troubleshoot issues on the QuickBooks Desktop 2016 software.
Upgrading to a new version of the software will manage your bookkeeping even more. And you’ll have the access to more features with better and current security measures.
You may consider checking this Help article that has plenty of information about Banking, Account management and others.
I’m always here whenever you need help.
