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I'm using Quickbooks Self Employed Online
When I go to Create Rule there are only two things that I can filter transactions by:
- Description
- Account
But actual transactions that Quickbooks imports from the bank include:
- Description
- Bank Description
- Notes
- Amount
The last three include VERY useful information such as origin and destination account numbers.
When creating a New Rule, I often want to find certain transactions by a certain account number or amount transferred.
Being able to find certain text in the Bank Description, Notes, and Amount fields when creating a New Rule would be invaluable.
Is this possible to do in Quickbooks Self Employed Online, or some other Quickbooks product?
Yes, you can add these conditions under a rule using one of our QuickBooks Products, @victorlinphoto.
You’re right, you can only use the Account and Type when you create rules in QBSE. You’ll want to consider switching to QuickBooks Online to utilize the conditions such as Bank Description, Notes, and Amount fields. Here’s an article for the step-by-step process: Set up bank rules to categorize online banking transactions in QuickBooks Online
If you want to try and navigate within QuickBooks Online before deciding to subscribe, you can also use our test drive. For their plan comparison, check out this article: Choose the plan that’s right for your business
When you're creating bank rules in QuickBooks Online, ensure the description you specified matches to the items that need to be auto-matched. This way, the bank transactions will be matched to the correct entry in QuickBooks Online.
However, if the transactions are under multiple rules, you’ll need to choose which one to include this transaction in. This means you'll have to manually add them to make sure they're properly classified.
The following articles can be useful if you need further information about managing transactions downloaded from your bank or financial institution:
- How to add and match downloaded banking transactions
- How to unmatch and delete downloaded transactions
- How to exclude bank transactions
If you have other questions about available features between QuickBooks products or any other QuickBooks-related concerns, let me know. I’ll be glad to lend a hand. Keep safe.
