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January 30, 2021
Question

Can I set up a categorization Rule by date, so that on rule applies to 2020 and the other to 2021 for the same kind of transaction?

  • January 30, 2021
  • 1 reply
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1 reply

January 31, 2021

Hi @fleet.

 

Currently, we're unable to set up a rule categorization by dates in QuickBooks Online. I know how beneficial it is when we have this functionality to easily categorize transactions coming from your bank with a particular date.

 

While this is unavailable, I encourage you to see this article for more ways on how to customize the rules: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

Additionally, you can check this Help page to find relevant articles about bank feeds, reconciling accounts, and deposits.

 

If you have other concerns, let me know. I'm always at your back to help. Take care and have a nice day!