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Level 1

Quickbooks Pro to Automatically classify Transactions

I Recently started a company for a client in QB Pro 2016 and they have about 3,000 transactions. There are about 340 unique vendors that constitute the 3,000 transactions.

Unlike Quickbooks online it appears I have to make unique rules for each vendor which is going to take too long.

Is there anyway I can import multiple bank rules from an excel sheet, or get QB Pro to auto classify like QB online does?

1 Comment
Level 15

Quickbooks Pro to Automatically classify Transactions

When you do the first time or two, the system Makes the rule for you.

 

In Edit Vendor, you can define default accounts to use, for making your own entries. Then the Banking finds the match. It's much faster than working with Banking downloads as there are limited tools there. For instance, you cannot use  "Items tab" entries in the Banking feeds.

 

And the dates are not your Client's dates. That is the date the Bank Processed it; not your client's spending date, unless they only use EFT, ACH and Debit card.

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