Creating and managing bank rules

Bank rules are great for saving time so that we know how you like certain transactions to be categorised in a particular way. 

For example, let's say you bought some office supplies from Officeworks. You can create a rule so that anytime you purchase something from Officeworks, QuickBooks Self-Employed will mark any new transactions from Officeworks as Business: Office Supplies.

Rules only apply to new spending or income going forward, unless you check the box to apply to past transactions as well. 

If you turn a rule off, you won't change any of the work you've done in the past.

To create a new rule


iOS:
  1. Tap the cogwheel in the upper left corner.
  2. Tap Rules
  3. Tap the plus sign (+) in the upper right corner of the Rules page.
  4. Add a description and choose whether to match exactly.
  5. Select the category you want all future transactions with this description to have.
  6. Tap Save in the upper left corner.
  7. Select whether to apply this rule to all past and future transactions or only transactions going forward.

Android:
  1. Tap the hamburger menu in the upper left of screen.
  2. Tap Rules.
  3. Tap the plus sign (+) in the lower right corner of the Rules page.
  4. Add a description and choose whether to match exactly.
  5. Choose Business, Personal, or Split, and then select the category (and split amounts, if applicable) you want all future transactions with this description to have.
  6. If you want the rule to apply only to a specific account, tap the Advanced field and select an account. 
  7. Tap Save in the upper right corner.
  8. Select whether to apply this rule to all past and future transactions or only transactions going forward.
      
Alternatively, when you swipe left on a transaction, you can tap Create rule in the blue field to open the steps above.


Modify or delete rules


iOS:
  1. Tap the cogwheel in the upper left corner.
  2. Tap Rules
  3. Tap the rule you wish to modify.
  4. Modify rule details, or delete the rule by tapping Delete rule at the bottom.
  5. Tap Save in the upper right corner.

Android:
  1. Tap the hamburger () menu in the upper left of screen  
  2. Tap Rules.
  3. Tap the rule you wish to modify.
  4. Modify rule details, or delete the rule by tapping Delete rule at the bottom.
  5. Tap Save in the upper right corner.

Note
: Deleting a rule will not change the category of any transactions previously under that rule.

To get additional support or ask any other questions, please don't hesitate to contact us!
iOS: Tap the cogwheel and select Help & FAQ.
Android: Tap the overflow menu (3 vertical dots in upper right of screen) and select Support.

Note: When you contact support, the app will ask you if you want to attach an app log to the support email. This can help us identify any issues you're experiencing.

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