Can I make a rule in QBO for an expense from credit cards with QBO integrations (Ramp, Divvy) to automatically allocate %’s of that expense to multiple classes in QBO?

Thanks for joining us here, joe-costa-securi. I'll share details to answer your questions about expense allocations and assigning them to classes.

The Bank Rules feature can only be used for transactions that are downloaded through online banking. For now, this is not applicable for transactions that are imported using third-party integrations. 

The integration on the other hand automatically matches receipts to the correct expense accounts. However, assigning them to classes during data sync is not available at the moment. 

I recommend sending feedback or a feature request about this to our product engineers. Here's how to share your product suggestions directly from your QBO account:

1. Go to the Gear icon and select Feedback.
2. Enter your comments or product suggestions. Then select Next to submit it to our product development team.

As a workaround, you can manually assign or split the expenses to multiple classes after downloading them in QBO. Let me share this article as a guide: Track Your Transactions By Class In QuickBooks Online.

I'll also share these articles in case you need more guidance when using the Class tracking feature: 

• Run Reports By Class In QuickBooks Online
• Run A Balance Sheet By Class Or Location In QuickBooks Online

Feel free to post here if you have any other questions regarding integrating credit card transactions or third-party apps with QuickBooks Online, joe-costa-securi. We're always available and happy to help guide you with managing transactions from external platforms and services within QBO. 

Thank you for this response! As a quick follow up question, if we were to use a credit card issued by our bank would we then be able to use bank rules to automate the allocation of those credit card transactions to multiple classes?

Thanks for your response! As a quick follow up question, if we were to use a credit card issued by our bank would we be able to create bank rules to allocate those credit card transactions to multiple classes?

Thanks for your response! As a quick follow up question, if we were to use a credit card issued by our bank would we be able to create bank rules to allocate those credit card transactions to multiple classes?

Thanks for getting back to the thread, joe.

Yes. You can create bank rules for transactions downloaded through your bank or credit card account connected to QuickBooks. However, allocating transactions to multiple classes is unavailable. You can only assign them to a single class.

Here's how to create a bank rule:

1. Go to the Gear icon, then select Rules.
2. Click New rule.
3. Enter a name in the What do you want to call this rule? field.
4. From the Apply this to transactions that are dropdown, choose if it's a Money in or Money out. Then, from the dropdown, select a bank, credit card account, or All bank accounts.
5. Set the rule conditions. You can set a single rule with up to 5 conditions. Set and include the following, then select + Add a condition.
6. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. Then select Contains, Doesn't contain, or Is exactly to decide how QuickBooks applies the rules.
7. Select the settings for the rule. Select the Transaction Type, Category, Tags, and the Payee to apply. Then, to assign it to the class, click the +Assign more link.
8. Then click Save.

Please visit this guide for more details on managing bank rules: Set up bank rules to categorize online banking transactions in QuickBooks Online.

I'll also be leaving these articles to learn more about handling online banking transactions and reconciling accounts:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Feel free to click the Reply button if you have more banking concerns. I'm always here to help you out.