Skip to main content
D
david harrogate
April 13, 2021
Question

allocation of classes via rules

  • April 13, 2021
  • 1 reply
  • 0 views

am using rules to allocated to specific classes from designated bank accounts - and

also to allocate to specific expense and income types

 

when i specify that auto add should be used it does not seem to allocate the classes 

 

does one rule override another or should they both work?

1 reply

Jen_D
Jen_D
April 13, 2021

Thanks for posting here, @david harrogate,

 

I can share some insights about adding rules and applying classes to bank entries. Regardless if you set up the ruling to Auto-add transactions, it should still apply the classes if you specified it when it was first set up.


See this sample rule I created:

 

If there is a specific rule setting for an account, make sure to select only one account under that rule to avoid confusion.

 

 

Also, if the rule does not include the class, edit it and find the category you want to use. Here's how:

 

I'll be leaving an article about rules to help you further with using it: Set up bank rules to categorise online banking transactions in QuickBooks Online

 

If you need further assistance on this, just let me know in the comment below. Have a nice day!

Terms & ConditionsAccessibility statement