Short answer
ERP Sync lets an AI agent manage QuickBooks Online bank rules in bulk: list and audit every rule for precedence collisions, import new rules with category, payee, location and specific bank accounts, edit existing rules in place, and delete rules with a check that they are really gone.
Bank rules decay quietly
Rules pile up over years. Two rules match the same text and the older one wins; a rule meant for the credit card fires on the checking account; a vendor changes its bank descriptor and nothing matches anymore. Fixing that through the QuickBooks screen is one rule at a time.
What ERP Sync does with rules
- Lists every rule and audits them for precedence collisions — rules that match the same transactions in a different order than you intend.
- Imports rules in bulk, including category, payee, location/department, auto-add, and pinning a rule to specific bank accounts.
- Edits rules in place: location, account scope, category and auto-add.
- Deletes rules and verifies afterwards that they no longer exist.
- Pairs with the bank-feed clustering, which shows which rule covers each group of pending transactions — so you write rules from real volume, not guesses.
What to ask your AI agent
With ERP Sync connected to Claude, ChatGPT, or another MCP-capable agent, requests like these work as written:
List every bank rule that matches “AMZN” and tell me which one wins.
Create rules for the ten biggest uncovered clusters in For Review on the operating account, scoped to that account only.
Set the location on every rule that posts to Fuel Expense to “Field Operations”.
The ERP Sync tools behind it
These are the MCP tools an agent calls. Each one is switched on or off per user, and read-only versus read-write is set per feature.
| Tool | What it does |
|---|---|
| erp_bank_get_rules | Lists rules and audits precedence collisions. |
| erp_bank_import_rules | Bulk-imports rules with category, payee, location and account scope. |
| erp_bank_update_rules | Edits location, account scope, category and auto-add in place. |
| erp_bank_delete_rules | Deletes rules and verifies the deletion. |
Limits and requirements
- QuickBooks Online only, through the ERP Sync browser extension (see the bank feed guide).
- A rule’s match text can’t be edited in place; replace the rule instead.
Frequently asked questions
Can I move rules from one QuickBooks company to another?
Yes — the agent reads the rules from one company and imports them into the other, adjusting accounts and locations to the target company’s names.
Does QuickBooks’ own rule import handle locations?
ERP Sync’s import sets location/department and bank-account scope as part of the rule, which is the part that usually has to be fixed by hand afterwards.