Description:

In this video we show to you how categorized transactions downloaded from banks and credit cards on QuickBooks Online and how to create rules for these transactions

 

Video:

 

Table of contents:

 

  • 00:01:02 – QuickBooks Online banking tab, you will see with which bank account you will work. (all transactions, sales income, expenses, taxes & licenses expenses, uncategorized expenses)
  • 00:04:57 – Categorizing transactions (all transactions)
  • 00:08:26 – Batch actions button (modify selected, accept selected, exclude selected)
  • 00:09:14 – Add all button
  • 00:10:03 – Create a rule (edit this setting button) (create custom rule)
  • 00:10:43 – Rule section and how it works
  • 00:11:08 – Bank rules tab (edit rule)
  • 00:12:17 – Automatically add to my books
  • 00:13:42 – How to create a rule
  • 00:15:14 – How it works exclude selected button in batch actions tab
  • 00:16:35 – How to create a rule with transaction conditions (100$+)
  • 00:18:49 – Go to reports and check your profit and loss to see the benefits (all starts to add up)
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