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Hello, @ManasaBec1.
Bank Feed Rules can handle a large portion of the transaction review process by auto assigning what a transaction was and for including who paid or was paid. Regardless of the number of rules you set in QuickBooks, the system will automatically process your transactions depending on the conditions that you've set on each rule.
You can choose to structure your rule around ANY or ALL conditions and utilize the Bank Text, Description and/or Amount. You can create a rule based on a single condition or combine up to 5 conditions in a single rule. This makes transaction categorization more precise.
Conditions by Bank Text
Conditions by Description
Conditions by Rule
You can check these articles for more detailed information and tips on how to use the Bank Rules features:
- Tips for Working in QuickBooks Online’s Bank Feed: Managing Bank Rules
- How to set and use banking rules for downloaded transactions
Always feel free to drop your comments below if you have other questions about managing your bank transactions. I'm always here to help.
