How to Rename Bank Rules in QuickBooks Online

QuickBooks Online’s rules (also called “bank rules”) help automate transactions, making bookkeeping easier and more efficient.

But what happens if you need to change the name of an existing rule?

Maybe you created a rule with a generic name or need to rename it for better organization.

In this post, I’ll explain how to change your rule names in QuickBooks Online.

Quick Instructions:

  1. Click Transactions -> Rules in the left side menu
  2. Click Edit to the right of the rule you want to rename
  3. Edit the What do you want to call this rule? box
  4. Click Save

Keep reading for a complete walkthrough with screenshots:

Navigate to Rules

To find your rules, click Transactions -> Rules in the left side menu.

Navigating to Rules using the main menu in QBO

This will bring you to a list of all your rules.

Rename a Rule

To rename a rule, click the Edit link to the right.

Edit a bank rule from the Rules list in QBO

In the Edit rule pop-out, click and edit the What do you want to call this rule? box. Then click the green Save button.

Editing the name of a Rule in QBO

Why Renaming Rules is Important

As your business grows, the number of rules you create in QuickBooks Online may increase.

Keeping your rules properly named and organized can save you time and prevent confusion later on.

Clear, descriptive rule names help you quickly identify each rule’s purpose, ensuring your automated processes run smoothly.

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