Rules Uploads
Are you sick of creating individual rules for each transaction during the bookkeeping process? Save time and streamline the books by uploading a pre-set list of rules curated specifically for your industry.
What You’ll Get
✔ Chart of Accounts Template (Excel) – Optional upload
âś” Vendor List (Excel)
✔ Rules List (Excel) – Includes the full Master List and separate category-specific files for quicker, easier uploads
✔ Step-by-Step Upload Instructions – Includes written guides and video walkthroughs
How It Works
Step 1: Upload the Chart of Accounts
(Optional — if you already have a Chart of Accounts you prefer, you can skip this step.)
Step 2: Upload the Vendor List
Quickly populate your vendor center with a clean, organized file.
Step 3: Upload the Rules
Import all transaction rules with one upload to streamline categorization going forward.
Need Help?
I also offer full upload services for an additional fee.
Click here for more information.
Important Note
These files are formatted in Microsoft Excel 97–2003 for compatibility with QuickBooks Online’s upload requirements.
They are password protected and cannot be modified.
