cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Can rules be set to automatically create a match to the chart of accounts once the transaction has been reviewed and set?

 
1 Comment
QuickBooks Team

Re: Can rules be set to automatically create a match to the chart of accounts once the transactio...

Hello there, @jenniscpa.

 

You'll be happy to know that you can automatically match and add transactions by adding bank rules. Let me guide you how.

 

  1. From the left panel, click Banking, then select Rules.
  2. Click New rule.
  3. At the lower left of the page, check the box beside Automatically add to my books.
  4. Click Save.

After you create an Auto-add rule, any transactions on the For Review tab that meet the conditions are automatically added.

 

Here’s an article you can read on for your reference: How to set and use banking rules for downloaded transactions.

 

Fill me in if you have further questions. I’ll be around if you need any help.

Need to get in touch?

Contact us