Hello DamienMandin,
QuickBooks sends downloaded transactions to the For Review tab and you'll have to review them one by one. If you did not set up bank rules to automatically assign GST on the transaction, you'll have to manually assign it to them once the transaction downloads before adding it to QuickBooks Online.
To review banking feeds:
- Go to Bookkeeping, select Transactions, then select Bank transactions.
- Select the tile for the account you want to review.
- Select the For Review tab to start your review.
To create a bank rule:
- Go to Bookkeeping and select Rules.
- Select New Rule.
- Enter a name in the What do you want to call this rule? field.
- From the Apply this to transactions that are ▼ dropdown, select Money in or Money out.
From the In ▼ dropdown, select the bank account. - Set the rule conditions. You can set a single rule with up to 5 conditions. Set and include the following, then select + Add a condition.
- In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. Then select Contains, Doesn't contain, or Is exactly to decide how QuickBooks applies the rules.
- Select the settings for the rule. Select the Transaction type, Category, and the Payee to apply.
Select Save.
QuickBooks automatically applies your rules to transactions in the For Review tab. These are the ones you need to review every day.
To learn more about how to categorise and create bank rules, you can check the articles below:
Post again in the Community if you need more help with categorising your bank feeds.
