Rules for Receipts

Hello k1s1, thanks for posting on the Community

Bank rules in QuickBooks are only applicable to transactions downloaded by your bank that show in the for review tab. They won't be applied to any imported receipts, which need to be categorised manually. The more you categorise, the better QuickBooks gets at auto-categorising these for you. 

If you'd like to share any feedback on this, please see the Cog > Feedback in your account. 

OK, so if bank transactions rules won't work, how can I set up receipt rules, so I don't have to categorise everything twice?

Hello k1s1, there is no way to be able to do this in QuickBooks I’m afraid, it would be a case of having to manually do it. You can leave it as feedback from within the main cog wheel. 

I agree this is duplication of effort- why does receipts not auto match to bank transactions and their category ?

Automatically matching receipts to bank transactions is convenient indeed, Kalasin. We aim to provide a seamless process for our users, and we value your thoughts.

The ability to set up a bank rule to match receipts to transactions automatically is interesting. Since this is currently unavailable, I recommend submitting a request to our Product Development Team. They may consider it for future enhancements based on the number of users' requests.

Here's how:

1. Go to the Gear icon at the top.
2. Under the Profile column, select Feedback.
3. Share your recommendation with the product, then click Next.

Keep an eye on your suggestions on this website and visit our blog for recent developments.

In the meantime, please continue manually associating the receipts with the bank entries. To become more familiar with managing receipts, refer to this article: Categorise online bank transactions in QuickBooks Online.

Furthermore, check out these resources to review and secure the accuracy of your books moving forward: Reconcile an account in QuickBooks Online.

Your insights can contribute to the enhancement of the program. We look forward to facilitating a smoother experience.

@GeorgiaC please don't mislead users.

The more you categorise, the better QuickBooks gets at auto-categorising these for you.

This is evidently not the case. With thousands of transactions routinely miscategorised by QuickBooks terrible "guessing" wrongly each month, it has not improved in the years since our accountants forced us to start using your software, it's actually worse than leaving the categories blank, because you have to correct the errors that QuickBooks adds / encourages.

Despite already having an account category set-up for this supplier, both the receipts review and bank transactions screens nearly always miscategorise the Account/Category and often with different wrong categorisations in each. The worst part is that neither screen needs to guess at all, because we've already told QuickBooks in the supplier set up what category it should use each time but QuickBooks ignores it.

@JamaicaA 

We aim to provide a seamless process for our users, and we value your thoughts

This is obviously not true. This issue has been reported many times over many years, with many users requesting this change.  And by design QuickBooks ignores the category it already knows for that supplier, which the opposite of valuing the users.