We appreciate your time in reaching out to us about your request, Michael.
Bank rules in QuickBooks Self-Employed can help you automate the categorization of transactions, so you don't have to review them manually.
You can even set up a rule that automatically assigns a category, even if it's not an exact match. To do this, uncheck the box for "Match exactly" when setting up the rule. This will allow QuickBooks to partially match or categorize a transaction that contains the word in the Description box.
For example, add "coffee" in the Description box and leave the "Match exactly" box blank.
Once the transactions are downloaded, QuickBooks Self-Employed will suggest or partially match transactions that have similar descriptions such as "dark coffee", "iced coffee", and "hot coffee" on them. You can read more details about this here: Create Rules to Speed Up Reviews in QuickBooks Self-Employed.
Furthermore, we highly value your suggestion regarding a centralized location for editing or creating rules and simultaneously viewing transactions. We recognize the potential benefits of such a feature if it were to be integrated into QuickBooks.
While this option is not available at the moment, I would recommend forwarding it directly to our engineers from your QBSE account. Here's how:
- Click Assistant in the upper-right corner.
- Type in feedback and press Enter.
- Select Add a feature.
- Type in your suggestions and press Enter.
- Select Yes.
For additional references when working in the program:
Please don't hesitate to post more questions whenever you need help when using QuickBooks Self-Employed. We are committed to ensuring that you receive the assistance you require.
