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I'm trying to create rules, how can I enter the same name for the same expense?

I'm trying to create rules, how can I enter the same name for the same expense?
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QuickBooks Team

I'm trying to create rules, how can I enter the same name for the same expense?

We're unable to use the same name when creating rules, vlservicesclean.

 

Though, you can slightly change the names to successfully save them. Here's how:

  1. Go to the Banking menu.
  2. Select Rules.
  3. Click New Rule.
  4. Type in the name of the rule.
  5. Enter the other necessary details.
  6. Once done, click Save.

To create the other rule, you can either add numbers or special characters.

 

I also suggest browsing this article: Setup Bank Rules. There, you can learn more tips to automatically categorize transactions from your bank. 

 

Additionally, I've included an article that'll guide you in ensuring your QuickBooks account matches with your bank statements. This helps you ensure your books are accurate: Reconcile an Account in QuickBooks Online.

 

You can always count on us if you have other concerns in creating rules. Let us know by clicking the Reply button. Doing so helps us provide accurate steps for you.

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