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Level 2

How to auto assign categories to downloaded transactions?

When I import my credit card items I have dozens that have AMZN in the title and are obviously Amazon. I would love to have these auto populate as Cost of Goods. Instead I have to assign them one at a time. Is there a way to write a rule that automatically puts them in the category based on the AMZN keyword?

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Best answer January 31, 2020

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QuickBooks Team

How to auto assign categories to downloaded transactions?

We can create a bank rule in QuickBooks Desktop, ComTech1.

 

Through this option, all credit card transactions with AMZN in the description will be categorize as Cost of Goods Sold. Please follow these steps:

  1. From the Banking menu, go to Bank Feeds and select Bank Feeds Center.
  2. Click on the Rules button. On the Manage Rules drop-down, click Add New.
  3. In the Description line, select Contains and enter AMZN in the box.
  4. IN the Do This section, select Categorize and choose Cost of Goods Sold in the account drop-down.
  5. Hit Save.

For your reference, you can read this article: Use renaming rules for Bank Feeds

 

Feel free to leave a comment below if you have other questions. I'll be happy to help you out.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

How to auto assign categories to downloaded transactions?

We can create a bank rule in QuickBooks Desktop, ComTech1.

 

Through this option, all credit card transactions with AMZN in the description will be categorize as Cost of Goods Sold. Please follow these steps:

  1. From the Banking menu, go to Bank Feeds and select Bank Feeds Center.
  2. Click on the Rules button. On the Manage Rules drop-down, click Add New.
  3. In the Description line, select Contains and enter AMZN in the box.
  4. IN the Do This section, select Categorize and choose Cost of Goods Sold in the account drop-down.
  5. Hit Save.

For your reference, you can read this article: Use renaming rules for Bank Feeds

 

Feel free to leave a comment below if you have other questions. I'll be happy to help you out.

View solution in original post

Highlighted
Level 2

How to auto assign categories to downloaded transactions?

I may have clicked this being an answer a bit too quickly.  I am not finding the rules button anywhere.  Is it not present in the QB Pro 2020 desktop edition?

Highlighted
Level 2

How to auto assign categories to downloaded transactions?

Never mind.  Express mode is required to see the rules.  All is good!  I didn't even know Express Mode existed.

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