Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Adding a rule based on Memo in QuickBooks Online (QBO) is a great functionality, ec13. Allow me to share insights about this matter.
Creating rules in QuickBooks helps automatically categorize transactions. However, this feature differs in desktop and online versions. In QuickBooks Desktop, the conditions you can add when setting up rules are Description, Memo, and Amount. On the other hand, QuickBooks Online has the Description, Bank text, and Amount.
I understand how the Memo option would be helpful when categorizing your bank data. Since this isn't included in QBO, I encourage submitting feedback to our Product Development Team. Your ideas will help us continuously improve the program for a better user experience.
Here's how:
- Go to the Gear menu and then select Feedback.
- Type in your feature request in the description box.
- Once done, click on Next.
You can get back on this thread to stay informed if there are any updates regarding the availability of the option. If you have any other questions about the program's features, this forum is open 24/7 and ready to assist you.
