How to set up a rule ?

Good day, mfpropertymainte.

You can create rules through the Banking page. I've got your back to achieve this task.

Once the transactions are downloaded, the banking rules will speed up the process. Here's how:

1. From the Bookkeeping tab, select Rules.
2. Click New rule.
3. Enter a name in the What do you want to call this rule? field.
4. From the Apply this to transactions that are dropdown, select Money in or Money out.
5. From the In dropdown, select the bank account.
6. Set the rule conditions. 
7. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. 
8. Select Contains, Doesn't contain, or Is exactly to decide how QuickBooks applies the rules.
9. Select the settings for the rule. 
10. Select the Transaction type, Category, Tax, Tags, and the Payee to apply.
11. Select Save.

Once you're ready to modify the account to ensure they always match your bank and credit card statements, you can reconcile it. Here's an article as your guide: Reconcile an account.

You can always count on me if you need help with reconciliation. I'll be happy to help you out.