Rules for Receipts

k1s1 · ‎October 02, 2023

Where / how can I set-up rules for uploaded receipts

In the example, below

The rule I've created in the transactions screen for this supplier hasn't been applied in the receipts review screen, so the bank / credit account , tax type and account/category are blank
despite already having an account category set-up for this supplier, the receipts review screen has mis-categorised the Account/Category to "Dividend"
despite scanning a VAT amount the Tax type is blank

GeorgiaC · ‎October 02, 2023

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.

k1s1 · ‎October 02, 2023

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?

Ashleigh1 · ‎October 02, 2023

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.

Topics

Training

Community

Resources

Rules for Receipts