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Set Up Bank Rules

Create bank rules in QuickBooks Online to auto-categorize transactions and reduce manual entry

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Set Up Bank Rules

QuickBooks Bank Rules save you time by automatically categorizing regular transactions. For example, you could create a Bank Rule that automatically categorizes payments made to FedEx as a Shipping expense.

Set up a Bank Rule

  1. Click Transactions in the navigation bar.
  2. Select Rules.
    Set Up a Bank Rule
  3. Click New rule.
    Set Up a Bank Rule
  4. Enter a name in the Name this rule field.
  5. Select Money In or Money Out and specify which Bank account the rule applies to.
  6. Set the rule conditions.
    Set Up a Bank Rule
  7. Specify the values you want to Assign the transactions that meet the rule conditions.
  8. Specify if QuickBooks should Automatically confirm transactions this rule applies to.
  9. Click Save.
    Set Up a Bank Rule