Set rule to associate bank charge with specific Customer/Project?

Hi there, AbroadWorks. 

Thank you for posting in the Community. The option to set up a rule to associate bank charges can be entered into a customer/project.

Let me guide you with these steps:

1. From the Banking tab, select Rules.
2. Click New rule.
3. Fill out the Apply this to transactions that are section.
4. Select the Transaction type in the Then assign section.
5. Select a category in the Category field.
6. Choose the customer/project in the Payee field.
7. You can add Tags and toggle the Automatically confirm transactions this rule applies to button.
8. Click Save 

Feel free to check this article for more information: 

• Setup Bank Rules To Categorize Online Banking Transactions in QuickBooks Online
• Use Renaming Rules for Bank Feeds

If there's anything else that I can help you with, please let me know in the comment section down below. I'm always around ready to lend a helping hand.

Thank you for your response, I may have been misunderstood. I know how to set the "Customer/Vendor" field, I would like to set the "Customer/Project" field. Please see the attachment for details.

As you can see above there is a payee already defined, I would like to automate the "Customer/Project" field. This is a settings field on higher paid plans. I see the options to set "Payee (Vendor/Customer)", "Category", and "Class" but none for "Customer/Project" as seen here: 

Thanks for the clarification, AbroadWorks.

You can create rules that automatically categorize transactions for you. For the rule to apply to a specific customer/project, you can select it in the Payee field of the rule. If you want to add the same field when creating bank rules, I'll surely take note of this suggestion. You'll also want to send feedback on your end. 

Let me show you how: 

1. Click the Gear icon and click Feedback.
2. Enter a brief description of your feedback.
3. Click Next.

Further, you can visit this link where you can vote on the product suggestion and more updates about it:https://feedback.qbo.intuit.com/.

You can check out these articles in case you need more help in handling your bank transactions: 

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Feel free to mention me in your reply if you have other concerns about banking. I'm just here to help you. Stay safe!