JasroV
QuickBooks Team

Banking

Hi there, @charodie.

 

As of now, we're unable to add class detail when adding a bank rule. You'll want to manually select a class for a transaction in your bank feeds. Here's how.

 

In your QuickBooks Desktop (QBDT):

  1. Go to the Banking menu.
  2. Select Bank Feeds and Bank Feeds Center.
  3. Choose the appropriate bank account.
  4. Click the Transaction List.
  5. Locate the deposit and select a class in the CLASS column. 2.PNG

You can also visit our Banking and bank feeds page in case you need to learn some tricks on managing your bank feeds.

 

Should you have other concerns or questions in the future, you can always get back to us anytime. Have a great day!

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