RULEHERO / VIDEO / Best Practices
Test New Rules on Historical Data
Safely test rule changes against past transactions before deploying them to production.
testing safety historical-data
PROBLEM
Deploying new rules is risky - one bad rule can create hours of cleanup work and client frustration.
WHAT THIS SHOWS
Test rules against 365+ days of historical transactions to ensure 100% accuracy before going live.
Try Risk-Free Rule Testing
Run an audit on your own QuickBooks companies. First five free.