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RegalSeagull
Level 1
posted
‎December 18, 2019 03:44 AM
last updated ‎December 17, 2019 8:44 AM

looking to create a rule for paycheck transactions "for review"

My payroll checks show up simply as "check 50004".  Instead of entering each paycheck individually, I am looking to create a rule that says something similar to: Description, Contains, I'd like to create a range. ie 50000:60000.  I have tried a few different ways unsuccessfully.

 

Any help would be greatly appreciated.

 

Tim

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Best answer December 18, 2019
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Angelyn_T
QuickBooks Team
QuickBooks Team
‎December 18, 2019 04:52 AM

looking to create a rule for paycheck transactions "for review"

Thank you for taking the time to reach out to us here on the Community page, @RegalSeagull.

 

Rules are designed to save time and automatically categorise downloaded transactions to QuickBooks Online (QBO). For paychecks, we won't be able to create a rule at this time since they were manually created in QBO.

 

To know more about rules, you can read this article: How to set up bank rules in QuickBooks Online.

 

You may also read this article for additional information about payroll in QBO: Payroll Setup [Video].

 

Click the Reply button if you have any other questions. I'm always here to help. Have a great day!

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1 Comment 1
Angelyn_T
QuickBooks Team
QuickBooks Team
‎December 18, 2019 04:52 AM

looking to create a rule for paycheck transactions "for review"

Thank you for taking the time to reach out to us here on the Community page, @RegalSeagull.

 

Rules are designed to save time and automatically categorise downloaded transactions to QuickBooks Online (QBO). For paychecks, we won't be able to create a rule at this time since they were manually created in QBO.

 

To know more about rules, you can read this article: How to set up bank rules in QuickBooks Online.

 

You may also read this article for additional information about payroll in QBO: Payroll Setup [Video].

 

Click the Reply button if you have any other questions. I'm always here to help. Have a great day!

Reply