- Click the transaction in the banking screen
- Click create a rule
- Name the rule
- Click Bank text copy and paste the bank details from the transaciton in quickbooks and add here
- Test the rule. If nothing shows up, its not working. It actually goes through the unassigned transactions and sees which transactions this rule would be attached to.
- Confirm category and payee is right
- Click save
What if I don’t like my VA?
Why is there a $100 per hour fee for delegation set up?
Why is there a $199 set up fee?
It says Cost + 20%. What does that mean?
What is the $99 a month?
Will my credit card be kept on file?