Hello, I wish to create a template to help code a lump sum for payroll each month.

Hello there, @lkoups.

I can share some insights on how to hand lump sum amount for payroll in QuickBooks Online.

At this time, being able to create a rule for the lump sum of your payroll is not available. The ruling feature in QuickBooks Online is only applicable to the banking transactions, which allow the entries to be categorized automatically.

For more details on how bank rules work, please visit this link: How to set and use banking rules for downloaded transactions.

On the other hand, you can create an expense transaction per month to record the lump sum amount, since journal entries are not advisable. Just make sure to select the correct account when entering them.

To do that:

1. Select on the + New.
2. Choose Expense.
3. In the Payee field, specify a supplier. You can specify the name of a person or a business. If your transaction covers multiple petty cash expenses, leave this field empty.
4. Hit the Payment account to which to credit this expense.
5. Enter the date of purchase in the Payment date field and specify the Payment method for the expense.
6. Enter the amount of the purchase and any Tax paid (if applicable).
7. Select Save and close.

You may refer to this article to learn more about entering expenses in QuickBooks Online,: Enter, edit, or delete expenses in QuickBooks Online.

Lastly to help you managing your accounts in the CAO, you may scan through these references attached:

• Manage default and special accounts in your chart of accounts
• Understand the chart of accounts in QuickBooks

Let me know if you have any other questions. I'll make sure you're all good. Have a lovely day ahead!