You can set up recurring transactions for things like bills, expenses, invoices or to set up a recurring template for entries such as payroll journals.*Note: You can Auto-add the transactions, but it is best to unselect this feature so that you can perform a second check before posting the transactions.Select the Transaction type, Category, Tags, and the Payee to apply. Then select Contains, Doesn’t contain, or Is exactly to decide how QuickBooks applies the rules. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount.Set and include the following, then select + Add a condition. You can set a single rule with up to 5 conditionals. From the In ▼ dropdown, select the bank or credit card account.From the Apply this to transactions that are ▼ dropdown, select Money in or Money out.Enter a name in the What do you want to call this rule?.Go to the Banking menu or Transactions Then select the Rules tab.Bank rules are a great way to automatically categorize recurring transactions, saving you a lot of time. The second tab will immediately open, and you can work on a separate part of QuickBooks.
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