QuickBooks Online: BANK RULES for Downloaded Transactions
Hector Garcia CPA Hector Garcia CPA
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 Published On Premiered May 25, 2022

QuickBooks Online Banking Course, permanent access $200
https://hectorgarcia.teachable.com/p/...

Monthly access $50/m:
https://hectorgarcia.teachable.com/p/...

Purchase my macro spreadsheet $26:
https://sowl.co/s/4Mm1v


To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months:
http://www.quickbooksoffer.com/?cid=i...


00:00 introduction
01:17 Online Banking (download transactions) screen
04:04 Creating Bank Rules
14:37 Using Rule Creation suggestions
19:40 Rule Issues and Auto-Add Rules
24:12 Monitoring rule activity in reports
28:08 Rule priorities / overriding rules
32:42 Exporting / Importing Rules (Excel editing)
49:19 Using my Excel Macro file for importing payees and rules
01:10:38 Outro

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