Use QBO Bank Feed Rules to speed up your Bookkeeping

For a free 30 day trial and 30% off for 12-months, go to https://www.financialtechlab.com/QBO Recurring transactions don’t need to slow bookkeeping down. This walkthrough shows how to use bank rules in QuickBooks Online to automate categorization, clean up the bank feed, and speed up monthly workflows. From simple vendor rules to more advanced conditions, see how rules eliminate repetitive tasks and make QBO more efficient. 0:00 – Intro 0:31 – What bank rules do in QuickBooks Online 1:32 – Navigating to bank feeds & rule setup 2:01 – Creating a recurring vendor-based rule (Internet example) 4:39 – Rule conditions 5:39 – Auto-add vs. review: when to use it 6:50 – Advanced conditions (amount limits, descriptions, bank text) 8:14 – Seeing rules applied & posting transactions 8:42 – Setting up another rule (Insurance example) 9:50 – Auto-added transactions example 10:34 – Final thoughts Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. 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.