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Level 1

Rules based off of Payee instead of Description or Amount

How can I make a rule based off of a payee, or have the rule fill in the rest of the information after selecting the payee? Basically, I have a client who sends out a lot of e-transfers for the same amount. I want it so that when I choose the payee for that transaction, it auto-fills the rest of the information (account and tax code) instead of having to enter it each time. Does anyone have a work-around for this situation?

3 Comments
QuickBooks Team

Re: Rules based off of Payee instead of Description or Amount

Hello erikay,


This is a great question. I’ll be happy to help. With QuickBooks Online, you can easily manage your business finances and record your sales transactions. In your specific situation, I suggest taking advantage of the Recurring Transactions feature to achieve your goal. Here’s how:

 

  1. Select the gear icon from the top right menu
  2. Under Lists, select Recurring Transactions
  3. Select New
  4. Pick the Transaction Type you wish to use from the drop-down menu
  5. Select OK
  6. Input the Template name
  7. Under Type, make sure to select Unscheduled
  8. Input the rest of the required information
  9. Select Save template from the bottom right

Once done, the template will be available in the Recurring Transactions page and you can use it to record this specific transaction in the future without having to enter all the details manually every time.


To know more about how to create a recurring invoice and manage recurring transactions, check this community article: https://quickbooks.intuit.com/learn-support/en-ca/manage-customers-and-income/how-to-create-a-recurr....


Have an awesome day and reach out if you need help with anything else.

Level 1

Re: Rules based off of Payee instead of Description or Amount

Thank you for your help. But this will only work if the amount is the same each month, but it isn't. The only constant is the payee name... all of the other information changes. I would like it, so that when I select a certain payee, the rest of the information auto-fills correctly. 

QuickBooks Team

Re: Rules based off of Payee instead of Description or Amount

Thanks for the clarification. I suggest you call our phone support team at 1-855-253-1536. A specialist will verify your account and take a closer look at the transactions you’re trying to record. Our agents are available Monday to Friday, 9 a.m. to 8 p.m. EST and Saturday from 9 a.m. to 6 p.m. EST.