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How to UNMATCH a payee and category based on the description name? i.e., PayPal is description, abut cannot customize payee or category, or it changes ALL of them...

 
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How to UNMATCH a payee and category based on the description name? i.e., PayPal is description, abut cannot customize payee or category, or it changes ALL of them...

Hi there, jennieking02.

 

You'll want to create Rules in QuickBooks Online. Creating rules lets QuickBooks automatically recognized on what category the transaction will be. I'll show you how:

  1. Go to Banking and select Rules.
  2. Click New rule.
  3. Enter the required field.
  4. Make sure to +Add a condition.
  5. Click Save.

Please see the attached screenshot:

 

To learn more information on setting up rules in QBO, please refer to this article: How to set up bank rules in QuickBooks Online.

 

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