You can create rules that automatically accept bank feed transactions into QuickBooks. This can be a huge time saver! — especially for entering simple transactions you make on a regular basis, like “Shell gas expenses under $100.” Transactions > Banking > ▼ to the right of Update > Manage rules > New rule > Automatically add to my books.
How it works:
- After creating the auto-add rule, any affected transactions in the “For Review” section are automatically added.
- Auto-add rules run when:
– You sign in
– You run a manual update
– A file upload is done
– You create/change an auto-add rule
The auto-add rule appears on the Rules page with a special icon.
You can find auto-added transactions at Transactions > Banking > In QuickBooks, and can undo the auto-add if you need to.
To see only auto-added transactions, go to Transactions > Banking > In QuickBooks > > Rule > Auto-add rule.
Here is a video that explains the process in detail: