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Simplify payday and set payroll to run automatically on QuickBooks.Explore QuickBooks Payroll

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Replying to:
MarkAngeloG
QuickBooks Team

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Hi there, @Lpollock.

 

Thank you for reaching out on the QuickBooks Community page! I'm here to provide you with information about the difference between bank feeds and QuickBooks records.

 

You're right! The colored grey words are from your bank's transaction, while the colored blue words are from your QuickBooks record. When you match a bank transaction to a QuickBooks transaction, they show different colors to differentiate where the transaction came from. I've provided a sample image below:

 

 

Moreover, QBO also has a rule feature that allows you to change your bank transaction information automatically. You'll need to set the bank rules first for the function to take effect.

 

Here's how:

 

  1. Go to the Gear icon and select Rules.
  2. Click New rule.
  3. Fill out all the necessary information to apply the rule to specific transactions.
  4. You can also hit the Test rule button to test the rule and see if it functions the way you want to.

 

After that, you can consider reconciling your bank account to match them to your QuickBooks records.

 

If you have any other questions or need further assistance, feel free to ask. I'm here to ensure your business needs are fulfilled.

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