đź’ˇ QuickBooks Efficiency Tip
One of the easiest ways to save time (and reduce errors) in QuickBooks Online is by setting up bank rules.
Here’s why they’re a game-changer:
âś… Automatically categorize recurring transactions (like subscriptions).
âś… Eliminate repetitive data entry.
âś… Keep your books accurate and consistent.
➡️ To create a rule:
Go to Banking → Rules.
Define the details (e.g., “contains: Adobe” → Software Expense).
Let QuickBooks handle it automatically going forward.
It’s a small setup step that pays off with big time savings every month.
🔍 Have you used bank rules in QuickBooks before—or are they still on your to-do list?