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Allow me to shed some light on how bank rules work in QuickBooks Online.
Bank rules allow you to automatically categorize transactions depending on how you've set them up. You can set a rule to set repetitive transactions to be under a specific category. Similarly, a bank rule automatically adds or matches bank transactions in your QuickBooks bank register.
Here's how to set one up:
QuickBooks will automatically apply rules to transactions that appear in the For Review tab. To change the priority of your bank rules, select the reorder icon and drag the rule to the desired position. Remember that the rule with the highest priority will always be applied first.
However, if you were referring to creating repetitive transactions with the same amount each month, you can make recurring transactions. I'll guide you on how.
I'll leave these articles for more information about the features I've talked about above:
For future use, here's a helpful guide on ensuring your QuickBooks accounts match your real-life bank statements: Learn the reconcile workflow in QuickBooks.
If you have any further questions or need more assistance setting up bank rules or creating recurring transactions, feel free to get in touch with us. Our team is always here to provide support whenever you need it.
It's great to see you here in the Community!
Allow me to shed some light on how bank rules work in QuickBooks Online.
Bank rules allow you to automatically categorize transactions depending on how you've set them up. You can set a rule to set repetitive transactions to be under a specific category. Similarly, a bank rule automatically adds or matches bank transactions in your QuickBooks bank register.
Here's how to set one up:
QuickBooks will automatically apply rules to transactions that appear in the For Review tab. To change the priority of your bank rules, select the reorder icon and drag the rule to the desired position. Remember that the rule with the highest priority will always be applied first.
However, if you were referring to creating repetitive transactions with the same amount each month, you can make recurring transactions. I'll guide you on how.
I'll leave these articles for more information about the features I've talked about above:
For future use, here's a helpful guide on ensuring your QuickBooks accounts match your real-life bank statements: Learn the reconcile workflow in QuickBooks.
If you have any further questions or need more assistance setting up bank rules or creating recurring transactions, feel free to get in touch with us. Our team is always here to provide support whenever you need it.
It's great to see you here in the Community!
Allow me to shed some light on how bank rules work in QuickBooks Online.
Bank rules allow you to automatically categorize transactions depending on how you've set them up. You can set a rule to set repetitive transactions to be under a specific category. Similarly, a bank rule automatically adds or matches bank transactions in your QuickBooks bank register.
Here's how to set one up:
QuickBooks will automatically apply rules to transactions that appear in the For Review tab. To change the priority of your bank rules, select the reorder icon and drag the rule to the desired position. Remember that the rule with the highest priority will always be applied first.
However, if you were referring to creating repetitive transactions with the same amount each month, you can make recurring transactions. I'll guide you on how.
I'll leave these articles for more information about the features I've talked about above:
For future use, here's a helpful guide on ensuring your QuickBooks accounts match your real-life bank statements: Learn the reconcile workflow in QuickBooks.
If you have any further questions or need more assistance setting up bank rules or creating recurring transactions, feel free to get in touch with us. Our team is always here to provide support whenever you need it.
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