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June 26, 2024
Question

How do I group entires together that are the same things on different dates to add to the proper category faster?

  • June 26, 2024
  • 1 reply
  • 0 views
Someone showed me a way to grab similar items and easily group the entries so I can add them to the proper category easier, rather than doing each entry separately.  (for example I want to post facebook advertising to advertising expense and there are several of these entries.)  Thanks

1 reply

June 26, 2024

Let's work together to set up your bank rules to categorize your bank transactions faster, info2040.

 

Before we begin, I'd like to confirm if the entries you were referring to are the transactions in your bank feeds. If so, you can create bank rules to automatically categorize transactions for you in QuickBooks Online.

 

Here's how to set them up:

 

  1. Navigate to the gear icon.
  2. Under Lists, go to Rules.
  3. Click New rule.
  4. Enter a name in the What do you want to call this rule? field.
  5. Fill out the form by selecting options from the dropdown menus. This is how you're setting the rule conditions.
  6. Press Save.

 

Once done, QuickBooks will automatically apply your rule to transactions in the For review tab.

 

For more detailed information, you can check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

For future reference, here's a guide on ensuring your QuickBooks accounts correspond to your real-life ones: Reconcile workflow.

 

Please don't hesitate to come back to this thread if you have any other banking concerns in QuickBooks, info2040. I'll be around to help you out.