Skip to main content
November 1, 2019
Question

Can I assign a category to a vendor? For instance, when i import paypal payments for Fedex, I would like the category to be assigned without having to edit the trans.

  • November 1, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

AddieC
November 1, 2019

Hi there, 

 

Taking the time to categorize your transactions can be time consuming and tedious. QuickBooks Online has your back, and we've designed features to help automate your category selection. 


If you're referring to transactions that have appeared in your Bank Feed, you can set up Bank Rules. Online banking rules go beyond the automatic memorizing and categorizing that QuickBooks Online does. For frequently downloaded items, rules can save you a lot of time by scanning bank items for certain details you assign for specific payees and categories.

 

For information about how to set up and use Bank Rules, take a look at this article: How to set and use banking rules for downloaded transactions.

 

I know this feature will save you tons of time. If you have any other questions, let me know.

 

Have a great day!