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

Answer

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.

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IntuitRea , Community Support Specialist
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