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fuguetlaw
Level 1

How do I create rules for transactions in Solopreneur?

 
1 Comment 1
ShyMae
QuickBooks Team

How do I create rules for transactions in Solopreneur?

It's great to see you looking for ways to optimize your financial processes,
fuguet.

 

The option to create rules for your transactions within Solopreneur is unavailable, but you can submit a feature request to our product engineers to propose this. Many outstanding features emerge from user insights like yours.

 

Here's how you send your recommendations:

 

  1. Head to the Gear icon, then click Feedback.
  2. Enter your suggestions and recommendations.
  3. Once done, submit it.
     


In the meantime, I recommend categorizing your transactions manually to continue with your task.

 

For your reference, here are some helpful resources to guide you in managing your transactions and your Solopreneur account effectively:

 


Every piece of input you provide plays a crucial role in shaping our program. We're here to support your journey and ensure Solopreneur meets your needs.

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