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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Maybelle_S
QuickBooks Team

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Hello there, @receiptqueen.

 

In QuickBooks Online (QBO), you can create bank rules. This way, it'll automatically categorize transactions for you. The more QuickBooks uses your bank rules, the better it gets at categorizing. After a while, it can scan transactions and add details like payees. 

 

For more details, I suggest checking this article's Optional - Create rules to categorize transactions section: Add and Match Bank Feed Transactions.

 

I'd like to share this reference that you can check out to guide you in managing your bank transactions with smooth reconciliation: Categorize and match online bank transactions in QuickBooks Online.

 

I've got some articles that will help manage your bank feeds:

 

 

You can always find me here if you have any other questions about this or with QBO. I'll be around for you. Take care.

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