Assigning future bank transactions a category

Thanks for visiting us here in the Community, David2020.

I'm here to get the help you need in categorising your transactions.

In QuickBooks Self-Employed, we have this feature called Rules (or Bank Rules), which allows you to set up your own conditions for categorising bank and credit card transactions. With this feature, setting up rules can be an important time saver, especially for businesses with predictable transactions.

To create Rules, here's what you'll need to do:

1. Click the Gear icon on the upper right hand.
2. Select Rules from the cogwheel drop-down menu.
3. From the Rule page, click Create rule.
4. Fill out the necessary information.
5. Check the box if you want to apply Rule to past transactions
6. Click Save.

To give you more of an idea about this process, here's a great resource that you can check: Use rules to speed up reviewing and categorising transactions.

For additional reference, you may find below articles helpful in the future:

• Categorising & editing transactions in the mobile app
• Transfers between accounts in QuickBooks Self-Employed

Feel free to get back to me if you have any other questions, I'm always here to offer additional assistance.

That's brilliant, thank you. I hadn't noticed the check box for "apply to past transactions. All sorted now. I do have another slight issue. Is it possible to view the community responses in another font as I'm finding it hard to read?

Thank you

David