Skip navigation

Setting up banking rules

Setting up banking rules: Learn QuickBooks Online: The Basics
Setting up banking rules: Learn QuickBooks Online: The Basics

This movie describes how bank rules help you categorize downloaded bank transactions. It explains how to create a new rule, including naming the rule, choosing the accounts it applies to, defining the tests transactions must pass, and what QuickBooks Online should do if a transaction passes the tests.

Resume Transcript Auto-Scroll
Skill Level Appropriate for all
3h 3m
Duration
115,089
Views
Show More Show Less

Continue Assessment

You started this assessment previously and didn't complete it. You can pick up where you left off, or start over.

Start Your Free Trial Now

Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now