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Best answer September 20, 2020
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Hello there, gerdgoebel.
Yes, you can do it in QuickBooks. We can start creating a bank rule to group the payments from Microsoft. Let's turn on the Bank Rule feature first by following these steps:
- Select Preferences under Edit.
- Click Checking on the left side and select the Company Preferences tab.
- In the Bank Feeds section, make sure to tick both Create rules automatically and Always ask before creating a rule option.
Then, OK.
Once done, go into your Banking Center, and select the Rules Icon. This will take you to the screen where you can start to make your own rules. Then, here's how to select all the payee name that contains MSFT:
- Select Bank Feeds under Banking.
- Click Bank Feeds Center.
- Then, hit the Transaction list button.
- Assign payee and account.
- Under the Action column, click the drop-down arrow next to Select.
- Then, Quick Add.
That will do. To make sure you'll not miss import steps and details when doing the process, please check this article for more information: Use renaming rules for Bank Feeds.
Just in case there's an error, you can use this article to fix it right away. It provides resolutions and continues with the process of grouping downloaded transactions in your bank feed.
Please comment below if you still need a hand with the process. I'll be around to guide you. Take care always.
Hello there, gerdgoebel.
Yes, you can do it in QuickBooks. We can start creating a bank rule to group the payments from Microsoft. Let's turn on the Bank Rule feature first by following these steps:
- Select Preferences under Edit.
- Click Checking on the left side and select the Company Preferences tab.
- In the Bank Feeds section, make sure to tick both Create rules automatically and Always ask before creating a rule option.
Then, OK.
Once done, go into your Banking Center, and select the Rules Icon. This will take you to the screen where you can start to make your own rules. Then, here's how to select all the payee name that contains MSFT:
- Select Bank Feeds under Banking.
- Click Bank Feeds Center.
- Then, hit the Transaction list button.
- Assign payee and account.
- Under the Action column, click the drop-down arrow next to Select.
- Then, Quick Add.
That will do. To make sure you'll not miss import steps and details when doing the process, please check this article for more information: Use renaming rules for Bank Feeds.
Just in case there's an error, you can use this article to fix it right away. It provides resolutions and continues with the process of grouping downloaded transactions in your bank feed.
Please comment below if you still need a hand with the process. I'll be around to guide you. Take care always.
