Download StacyK's FREE ProAdvisor Checklist Download Now!

QBO Top 40 Countdown (to #QBConnect) – Bank Feed Rules

Bank Feed Rules – Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect).

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40 and QuickBooks Connect!

Bank feed rules

Bank rules are processes you can create to conduct particular actions (such as categorize) bank transactions that meet certain conditions. In theory, they are are similar to rules in Outlook or Mint.

Rules enable users to control, customize and further automate their banking experience within QuickBooks Online

I generally recommend Bank Rules for  transactions that happen often or on a schedule, are the same vendor, same expense account but a different amount. A good example would be how we use them at Kildal Services LLC, for travel expenses.

bank feed 01

bank feed 02

bank feed 03

Previous: Reclassify Transactions

 

This post was imported into WordPress in one click using Wordable

Submit a Comment

Your email address will not be published. Required fields are marked *

Pin It on Pinterest

Share This