Is there a way to create a rule where the amount needs to be "exclusive of tax" when a tax is selected?

Hello jotremb,

I hope you are having a great weekend so far! In regards to tax codes and bank rules, you can absolutely automate tax codes when you are creating a bank rule.

To assign an automatic Tax Code you will want to use the highlighted area down below:

As of right now, there is now "Dollar Amount" one can assign to a Bank Rule, but that would be an awesome idea for an upcoming feature! To give feedback for possible upcoming features of the program you can do so right in the product. You can find the steps in the link down below:

How do I submit feedback?

https://quickbooks.intuit.com/learn-support/en-ca/about-quickbooks/how-do-i-submit-feedback/00/261989

To learn more about Bank Rules and how they work with QuickBooks Online, I would love to share one of my favourite articles on the subject:

Setup bank rules to categorize online banking transactions in QuickBooks Online

https://quickbooks.intuit.com/learn-support/en-ca/banking/how-to-set-and-use-banking-rules-for-downloaded-transactions/00/262188

I hope you find the information useful! I hope you have a great rest of the weekend.

Kindest Regards,

Lourdes Fernandez