How to categorize transactions and set rules in QuickBooks Desktop

by Intuit •

4 •

Updated 5/26/2026 05:04

When you connect your bank or credit card with QuickBooks Desktop, you can see all of your business transactions that cleared your account in the Bank Feeds Center. This lets you review the transactions and either add them as new transactions or match them with something you’ve already recorded.

You can even set up rules to help you more quickly categorize the things you frequently spend money on.

QuickBooks Desktop Premier PlusQuickBooks Desktop Pro PlusQuickBooks Accountant Desktop PlusQuickBooks Desktop Enterprise DiamondQuickBooks Desktop Enterprise GoldQuickBooks Desktop Enterprise PlatinumQuickBooks Desktop Enterprise Accountant

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

Set up bank rules to categorize online banking transactions in QuickBooks OnlineBy QuickBooks
Create rules to categorize transactions in QuickBooks DesktopBy QuickBooks
Categorize online bank transactions in QuickBooks OnlineBy QuickBooks
Use rules to categorize bank transactions in QuickBooks SolopreneurBy QuickBooks
Create rules to speed up reviews in QuickBooks Self-EmployedBy QuickBooks

How to categorize transactions and set rules in QuickBooks Desktop

Sign in now for personalized help

Related Articles