How to use bank rules in QuickBooks Online

A bank rule looks at transactions coming in from your bank or credit card and then either adds them to your books automatically or pre-categorizes them for you to review.

Let’s go over how to create, use, and edit bank rules to make categorizing transactions faster.

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[onedarak]

Hello, how about memo?? If I wanted to keep bank memo do I select “Also keep existing bank memo?” or do I leave uncheck if I wanted to retain bank memos?

[publiof]

I don't see all the connected banks. I can't setup rules for one of the banks because it doesn't show in the banks list... can someone help?

[takecare]

I think that you're talking so fast