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Replying to:
Tori B
QuickBooks Team

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Hey there, @crabeiro

 

Thanks for following the thread. I'm happy to provide some insight into automatically creating rules in QuickBooks Enterprise. 

 

Since you've recently switched to Enterprise, let's make sure that you have the preferences set up correctly to have the rules create automatically. The steps to do this are easy as 1, 2, 3. 

 

Here's how to turn on automatic rules:

 

  1. Click Edit at the top menu bar and choose Preferences.
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  2. From the left panel, click Checking and go to the Company Preferences.
  3. Under the Bank Feeds section, check off Create rules automatically and Always ask before creating a rule
  4. Tap on OK to save the changes. 

 

For additional details, take a look at Use renaming rules for Bank Feeds

 

Please let me know if you have any questions or concerns. I'll be here every step of the way. Feel free to reach out to the Community any time you need a helping hand. Take care and have a fantastic day! 

 

 

 

 

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