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provincialmoving
January 8, 2023
Question

Receipts auto fill - How to create rules

  • January 8, 2023
  • 1 reply
  • 0 views

I'm working inside of the uploaded receipts section of QBO and reviewing the scanned receipts and filling in the unknown fields.

Quick books doesn't seem to figure out the tax to apply, is there a way so that based on the payee and/or the account/category it puts in the correct tax type?
Even better, can I create a rule that selects the correct account category based on the payee?
Thanks!

1 reply

T
Trish_T
January 9, 2023

Hi provincialmoving,

 

Welcome to Community!  QuickBooks Online has dynamic features that let you set your preferences, making your bookkeeping tasks effortless.  I'd be glad to provide more information, so you can accomplish your QuickBooks goals in a timely fashion!

 

One of the many valuable features in QuickBooks Online is the ability to create bank rules to simplify the process of adding, editing and matching your transactions.  There are fields that specify what the rule applies to, including sales tax.  Here's a helpful guide for your reference to assist with getting started with QuickBooks Online Bank Rules.

 

If you'd like additional assistance with the Bank Rules feature, please don't hesitate to contact us.  Your success is our number one priority and we'd love to help!

 

Feel free to ask other questions.  We're here for you!

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