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.
   
3. Click New 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.
   
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.