July 2022

How to Create Bank Rules to Save Time! in QuickBooks Online

Another function you may choose between steps 8 and 9 is Amount and Is Exactly. If you are creating a rule for a recurring monthly expense of $100.00, select Amount and Exactly, and key in “100.00” in the “Enter text” box. Bank rules allow you to categorize recurring transactions, whether the recurring transaction is the …

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