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M
michaelsenpatric
September 8, 2023
Question

Can Intuit add a centralized location to view, edit, and add rules?

  • September 8, 2023
  • 2 replies
  • 0 views
Rules are great but I have a requests:

Please make it easier to create rules that are not exact matches. For instance, create a user setting to enable this by default. Show similar transactions.

My rules do not always apply, I will see transactions that should be covered by rules.

Place to view/edit all rules, create rules, and view transactions that match rules

2 replies

JenoP
JenoP
September 8, 2023

We appreciate your time in reaching out to us about your request, Michael.

 

Bank rules in QuickBooks Self-Employed can help you automate the categorization of transactions, so you don't have to review them manually. 

 

You can even set up a rule that automatically assigns a category, even if it's not an exact match. To do this, uncheck the box for "Match exactly" when setting up the rule. This will allow QuickBooks to partially match or categorize a transaction that contains the word in the Description box. 

 

For example, add "coffee" in the Description box and leave the "Match exactly" box blank. 

 

Once the transactions are downloaded, QuickBooks Self-Employed will suggest or partially match transactions that have similar descriptions such as "dark coffee", "iced coffee", and "hot coffee" on them. You can read more details about this here: Create Rules to Speed Up Reviews in QuickBooks Self-Employed.


Furthermore, we highly value your suggestion regarding a centralized location for editing or creating rules and simultaneously viewing transactions. We recognize the potential benefits of such a feature if it were to be integrated into QuickBooks.

 

While this option is not available at the moment, I would recommend forwarding it directly to our engineers from your QBSE account. Here's how: 

 

  1. Click Assistant in the upper-right corner. 
  2. Type in feedback and press Enter.
  3. Select Add a feature.
  4. Type in your suggestions and press Enter.
  5. Select Yes. 

 

For additional references when working in the program: 

 

 

Please don't hesitate to post more questions whenever you need help when using QuickBooks Self-Employed. We are committed to ensuring that you receive the assistance you require.

M
michaelsenpatricAuthor
September 8, 2023

Thank you for the thorough response. I will complete your actions items. By the way, my name isn't Michael, it's Patrick, but I get why you'd think it's Michael 😉

S
SirielJeaB
September 8, 2023

Thank you for getting back to us, Patrick.

 

I'm delighted to hear that my colleague jenop2 has been of great help in addressing your concerns related to handling rules in QuickBooks Online. You are always welcome to post in the Community with any QuickBooks-related questions you may have.

 

We'll be happy to lend a helping hand if you need one moving forward Have a nice day ahead!

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