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  1. Bank Rules - Ability to import and export

    526 votes

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    108 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

    As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

    However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

    I'll keep you updated of any developments in this space.

    Barbara J. supported this idea  · 
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    Barbara J. commented  · 

    I work with a lot of small business clients, and one of the biggest time-savers in QBO is the ability to export and import bank rules. It’s honestly a game-changer for anyone managing multiple files.

    Here’s why this matters:

    I can quickly bring my standard rules into new client orgs

    I can easily remove my firm’s rules when offboarding

    I can keep things consistent across my whole client base

    I save hours of manual setup when migrating clients from QBO to Xero

    Right now, Xero doesn’t offer a way to do this — which means recreating rules one by one, every single time. It slows down onboarding and makes offboarding clunky.

    As more of us move clients from QBO to Xero, this would make the transition smoother and faster, and honestly… it just makes sense. Bank rules are one of the biggest efficiency boosters in a bookkeeping workflow, and being able to manage them in bulk would help partners like me work smarter and stay aligned across dozens of organizations.

    Would love to see this added — it would make a huge impact on day-to-day workflows for practices. 🙌

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    Barbara J. commented  · 

    Importing and Exporting Bank Rules is a needed feature. It saves time with new client set ups and transitions from QBO files.

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    Barbara J. commented  · 

    Importing and Exporting Bank Rules is a necessary feature to help complete with QBO. I've been slowly clients to QBO, but the bank rule process is tedious to rebuild in Xero one by one. I also would like to have a way to bulk delete bank rules for client that disengage.