How to use bank rules in QuickBooks Online

A bank rule looks at transactions coming in from your bank or credit card and then either adds them to your books automatically or pre-categorizes them for you to review.

Let’s go over how to create, use, and edit bank rules to make categorizing transactions faster.

https://youtu.be/eXtDIOh-ru4?si=-cE_2-TSicsk7dqB

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