How to use Bank Rules in QBO | Reduce bookkeeping hours {Free Checklist}

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In this video, Hannah Smolinski, CPA and CFO to growing small businesses shows you how to set up bank rules in QBO. There is so much flexibility in these rules to help you create efficiencies and automations in your bookkeeping - YAY! Maybe this can save you on bookkeeping fees too! Double YAY!

We go through:
How to create a rule from an existing bank transaction
How to set up rules that read the bank text
How to set up rules using dollar limits
How to set up rules to automatically add them to your bank register

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Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/

Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.