Settings and activity
2 results found
-
520 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Barbara J.
supported this idea
·
An error occurred while saving the comment An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
-
2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Barbara J.
shared this idea
·
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. 🙌