Review rules and preview a spreadsheet import

Bank Rules Manager puts your bank rules in one grid. Search for Office to narrow the list, then compare conditions, categories, and payees. Select a rule and click Edit to inspect exactly what it matches and what it will set.

The editor brings conditions and actions together. Review whether all or any conditions must match, then check the category, payee, customer, and other fields. Auto-add deserves a deliberate review because it can add matching transactions to the books automatically.

Import or paste a spreadsheet and preview how every row is interpreted. Fill with sample rows shows the expected structure. Check create versus update, fix any problems, then stage the rows. Review and Save is the separate step that sends staged changes to QuickBooks.