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!
How to create a rule
- From the left navbar, select Transactions > Banking.
- In the upper right corner, click the ▼ to the right of Update and select
Manage rules.
- Click New rule.
Name the rule and select the accounts it should apply to, 
select the transaction criteria, and then 
set the actions that should be taken. You can assign specific payees, categories, classes1, and locations2.
- You can even
split items between categories and classes1. - Click Save.
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