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tuffpro
Oct 20, 2020 8:13 AM UTC
Question

How to create a rule for all of my Paypal transactions

I'm using Quickbooks self employed

All of my paypal transactions are imported, but at the moment I have to review each individual transaction.

I can't see how to set up a rule so that all my imported paypal transactions are automatically shown as business income 

4 replies

Ashleigh1
Oct 20, 2020 8:27 AM UTC

Hello Tuffpro, 

 

Welcome to the Community page, 

 

When you are logged into your account go to the cogwheel top right-hand side> under transactions you will see rules click on rules>click on create rule top right> a pop-up box will show, fill in all the information and save. 

 

 

tuffproAuthor
Oct 20, 2020 10:12 AM UTC

Got it

I had select the paypal account and add a blank space in the description, untick "match exactly" 

Cheers

Paul

 

Ashleigh1
Oct 20, 2020 10:15 AM UTC

No problem at all Paul, glad you are all sorted now. 

 

Have a good day. 

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