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You asked and we listened: introducing bank rules in QuickBooks Online!

Today, QuickBooks categorizes transactions based on businesses like yours or on similar transactions you’ve already categorized.

Rules go beyond that automatic categorizing to give you a finer level of control, letting you further customize and automate the bank transactions you accept into QuickBooks. This helps save you time and minimizes errors!

Examples of rules

• Categorize expenses at A Rental more than $1000 as Equipment Rental (shown above)
• Categorize expenses from Office Manor more than $500 as Capital Expenditure
• If the description is Gardening at Bob’s, assign Bob Waldron as the payee
• 
• If the description is Amazon or AMZN, set the payee to Amazon and category to Office Expenses
• If the description is Burger King or McDonalds or Taco Bell, set the payee to Fast Food Vendor and category to Meals and Entertainment
• If the description is Shell or Chevron, set the payee to Gas Vendors and category to Automobile:Fuel
• If the description is USPS or FedEx, set category to Shipping

How rules appear on the bank feed page

Once you save a rule, you can see it applied on the bank feed page here and here.

Notes

1. To turn on classes (QuickBooks Plus only): Gear > Company Settings > Company > Track classes. (If you don’t see that, try Gear > Company Settings > Categories > Class tracking.)
2. To turn on locations (QuickBooks Plus only): Gear > Company Settings > Company > Track locations. (If you don’t see that, try Gear > Company Settings > Categories > Location tracking.)