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stevemontes1988
Level 1

Where are RULES and Auto RULES?

Where are rules?

1 Comment 1
ElykaJen_A
QuickBooks Team

Where are RULES and Auto RULES?

Welcome to the Community, Steven. You can find the Rules, along with the Auto-add feature, by navigating to the All app menu.

To find these features, go to All apps > Accounting > Rules. From this page, you can create a New rule or click Edit under the Actions column to enable the Auto-add toggle.


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After you enable this, any transactions in the For Review tab that meet the specified conditions will be added automatically.

 

If you have additional questions or concerns, please leave a comment below.

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