How to set up Rules based on a transaction amount - for example a check # recorded by bank is always different but the amount is always the same

Self Employed Version- also credit card transaction descriptions change but amount does not


Hello there, jenrldesign,

Currently, setting up bank rules to categorize transactions based on amounts is not possible, Let me provide some information about it.

In QuickBooks Self-Employed (QBSE), rules are designed to categorized transactions based on their description. This means, once a transaction is downloaded, the system will check the description and not its amount. 

To know more about it, you can refer to this article: Use Rules to Speed up Reviewing and Categorizing Transactions.

Please let me know if there’s anything else you need in managing rules in your QBSE account. I’ll be here to help.

Was this answer helpful? Yes No
IntuitRea , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.