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adilam
Level 1

Can we create a rule for supplier payments made to be matched automatically to bills created?

 
1 Comment 1
JenoP
Moderator

Can we create a rule for supplier payments made to be matched automatically to bills created?

Hi there, adilam.

 

I'd be glad to help with your Online Banking concern.  Yes, you can create a bank rule that would automatically match payments to supplier bills. Here's how:

 

  1. Go to the Banking menu and proceed to the Rules tab.
  2. Click New rule in the upper-right hand corner. 
  3. Type in a name of the rule in the What do you want to call this rule? field.
  4. Select Money out and the correct bank account.
  5. In the Conditions fields, specify whether the rule applies to DescriptionBank text, or Amount. Then select ContainsDoesn't contain, or Is exactly to decide how Quickbooks applies the rules.
  6. Click the drop-down lists for the Transaction typeCategory, and the Payee to apply.
  7. Select Save.

 

Let me also share these articles for additional reference:

 

 

You'll also want to check out this article in case you need to undo a match: Unmatch Downloaded Bank Transactions or Move Them to Another Account.

 

Please don't hesitate to reply to me or visit the Community anytime you need help from us.