I’m glad to share some information with you, William.
QuickBooks Self-Employed (QBSE) depends on the information shared by your bank when downloading transactions.
Bank rules work best when you have the same types of transactions from the same customer or vendor. This means you can only set up automated rules if you do transactions regularly with that person.
You can check this reference to learn more about setting up rules: Create and use rules. It also contains steps to edit or delete a bank rule.
Don’t hesitate to let me know if you have other banking questions or concerns. I'm always here to help. Take care!
