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How to set up bank rules

Can you advise how to set up bank rules in the bank feed


How to set up bank rules

Hello there, Kel9.


I've got the steps in setting up bank feeds. I'm here to guide you through the steps.


Once you download transactions from your bank, you'll have to categorise them to ensure they're in the correct accounts. Then, you can create rules that automatically categorise transactions for you. Here's how to create bank rules:


  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 a bank account, or select All bank accounts.
  6. Set the rule conditions.
  7. 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.
  8. Select the settings for the rule. Select the Transaction type, Category, Tax, Tags, and the Payee to apply.
  9. Hit Save.


I've added this article for more information: Set up bank rules to categorise online banking transactions in QuickBooks Online.


Once you're ready to reconcile, you can browse this article for the detailed steps: Reconcile accounts.


I'm always around whenever you have concerns about the reconciliation process.

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