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Setting up banking rules

Setting up banking rules: Learning QuickBooks Online
Setting up banking rules: Learning QuickBooks Online

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
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