Tuesday Tech Tip: Custom QuickBooks Rules
QuickBooks wasn’t always this smart – custom rules in QuickBooks nowadays allows you to automatically categorize transactions, saving you time and reducing errors. For instance, you can set a rule that any transaction from your internet provider is categorized under “Utilities” or that client payments go directly into “Income.”
How to Set Up Rules in QuickBooks:
- Go to Banking and select Rules.
- Click Create Rule, set conditions (e.g., vendor name), and choose a category.
- Save the rule, and QuickBooks will apply it to future transactions.
This automation keeps your books organized with minimal effort. If you need help setting up smart rules for your business, a Chandler CPA, like AZ Easy CPA, can assist you.
Need help with your business finances? Contact Us! We offer monthly accounting and bookkeeping services, clean-up projects for past years, QuickBooks training, and phone consultations to help you stay on track.
