How do you handle bank feed rule to auto-categorize transactions?

• A. Create Bank Rules in Banking > Bank Rules to automatically categorize and/or match transactions.
• B. Enable auto-categorization in Settings > Banking.
• C. Manually categorize each transaction.
• D. Use a third-party tool.

Answer: (A)

Bank rules automate how bank feed transactions are categorized or matched based on criteria you set. In QuickBooks Online, go to Banking and open Bank Rules to create a new rule. You specify conditions (for example, the description or merchant name contains a certain string, or the amount matches a value) and then choose the action, such as assigning a specific expense category, payee, or class, or choosing to match the transaction to an existing bill or expense. When a downloaded transaction fits the rule, it is automatically categorized or matched, saving you from doing it manually. This built‑in feature is the standard way to keep bank feed entries consistently organized. Using settings to auto-categorize or manually handling every transaction isn’t as efficient, and while third‑party tools can help, the direct and built‑in method is to create bank rules.