Do This, Not That: Automate Your Bank Feed

Do This, Not That: Automate Your Bank Feed

Do This:

Create bank rules in QBO to automatically categorize frequent transactions. Automation saves time, reduces data entry, and improves accuracy. Use clear rule names, review them monthly, and clear matched items first to keep your workflow efficient.

Not That:

Don’t manually categorize every transaction line by line. It slows you down, increases the chance of inconsistent coding, and makes reconciliations harder than they need to be.

Automate smartly and stay consistent. Your future self will thank you!

Need guidance setting up bank rules? We’re here for that. Let’s connect!