Configure bank feed rules for high-volume clients in QuickBooks

Learn how to set up intelligent transaction categorization rules in QuickBooks that automatically process hundreds of monthly transactions with minimal manual review.

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Step-by-Step Guide

Step 1Identify your high-frequency transactions

Step 2Access the bank rules manager

Step 3Create rules for exact vendor matches

Step 4Build pattern-based rules for variations

Step 5Set up split transaction rules

Step 6Configure rule priority order

Step 7Test rules against historical transactions

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What happens when you click "Start with Trinity"