Use rules to categorize bank transactions in QuickBooks Solopreneur

Learn how to use rules to categorize the transactions you download from your bank in QuickBooks Solopreneur.

After you connect your bank and credit card accounts, QuickBooks Solopreneur automatically downloads the latest transactions and categorizes them based on how you, and other customers, categorized similar transactions.

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In rare cases, QuickBooks Solopreneur may not auto-categorize your transactions the way you want. Here’s how you can create up to 30 transaction rules to automatically categorize recurring or similar transactions in QuickBooks Solopreneur.

Create or edit rules

Create or edit rules for your transactions. Here’s how:

1. Go to Transactions, then select Rules.
2. Select New rule, or select Edit to make changes to an existing rule.
3. In the Description is field, enter the description of the transactions you want the rule to be applicable to.
4. Select one or both of the rules options to apply to transactions with that description.
   Note: You can set the rule to always rename and/or always mark as business or personal.
5. (Optional) Select the Category ▼ dropdown to choose a specific business or personal category.
6. Select Save.