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K
k1s1
October 2, 2023
Question

Rules for Receipts

  • October 2, 2023
  • 1 reply
  • 0 views

Where / how can I set-up rules for uploaded receipts 

In the example, below

  1. The rule I've created in the transactions screen for this supplier hasn't been applied in the receipts review screen, so the bank / credit account , tax type and account/category are blank
  2. despite already having an account category set-up for this supplier, the receipts review screen has mis-categorised the Account/Category to "Dividend"
  3. despite scanning a VAT amount the Tax type is blank 

 

 
 

 

1 reply

G
GeorgiaC
October 2, 2023

Hello k1s1, thanks for posting on the Community

 

Bank rules in QuickBooks are only applicable to transactions downloaded by your bank that show in the for review tab. They won't be applied to any imported receipts, which need to be categorised manually. The more you categorise, the better QuickBooks gets at auto-categorising these for you. 

 

If you'd like to share any feedback on this, please see the Cog > Feedback in your account. 

K
k1s1Author
October 2, 2023

OK, so if bank transactions rules won't work, how can I set up receipt rules, so I don't have to categorise everything twice?

A
Ashleigh1
October 2, 2023

Hello k1s1, there is no way to be able to do this in QuickBooks I’m afraid, it would be a case of having to manually do it. You can leave it as feedback from within the main cog wheel. 

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