Thanks for joining this thread, @Its-electric.
You can create a bank rule in QuickBooks Desktop. This will auto-check all transactions with the same information to speed up the matching process.
To get started, let's turn on this feature in the Edit menu, here's how:
- Click Edit at the top menu bar and choose Preferences.
- From the left panel, click Checking and go to the Company Preferences.
- Under the Bank Feeds section, enable the options for Create rules automatically and Always ask before creating a rule.
- Hit OK.
Once done, you can now create a bank rule. Let me show you how.
- Go to Banking on the menu.
- Choose Bank Feeds, then Bank Feed Center.
- Click the Rules icon.
- Select Manage Rules drop-down then choose Add New.
- Add Rules Details.
- Enter a word or phrase you want to use as the condition for the rule.
- In the Do This section, enter the Payee name or the Account name.
- Click Save.
After you download transactions into your Bank Feeds, they are usually categorized as:
- (Auto) Matched: The downloaded transaction corresponds to the one you’ve entered into this account register in QuickBooks.
- (Need Your Review) Unmatched: The downloaded transactions don’t match any transaction in this account in QuickBooks.
To know more about how bank rules work in QuickBooks Desktop, check out this write-up: Use renaming rules for Bank Feeds. This will provide you steps on how to fix common issues with this feature.
Additionally, I've also included these helpful articles for the troubleshooting steps in case you'll bump into issues while working with your bank transactions and how to reconcile your account:
Let me know if you have any other bank feed concerns or if you have other questions in mind. I want to make sure I've got you covered. I'll get back to you as quickly as I can if you need further assistance.
