Skip to main content
Nov 20, 2023 4:54 PM UTC
Question

Hello, How do I set up a rule for the credit card payments in my bank feeds to automatically get applied to AR?

Original commenter did not share additional details

1 reply

Nov 20, 2023 8:49 PM UTC

Hello ethnapadgett,

 

Thanks for contacting us here. I'll be happy to share more info so you're on the right path for achieving your QuickBooks goals. 

 

QuickBooks allows you to set up bank rules according to your liking so you can organize your transactions with ease. I encourage you to check out the following article that shows you how to: Set up bank rules to categorize online banking transactions in QuickBooks Online. 

 

Let me know if you have questions as you browse through the article. I'll be on standby in case you need anything else.