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:

  1. Go to Banking → Rules.

  2. Define the details (e.g., “contains: Adobe” → Software Expense).

  3. 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?

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đź’ˇ Smart Business Practice: Review Your Financials Monthly