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by ckeck 3013 days ago
Exactly what I came to ask, because I have at least a handful of vendors (perhaps more) that I have to key in across multiple categories.

Rules cannot be applied to these transactions. For the obvious ones, I already have automatic rules build right into QuickBooks Online.

What is different here?

1 comments

My guess...they use quickbooks in the background, which allows you to upload receipts. If the description of your amazon receipt looks like furniture, then they'll mark it as such...if it looks like office supplies...office supplies.

I use Wave, which lets you upload receipts and it will perform OCR to extract vendor info, date, total cost. It's not much of a leap to go 1 step further and look at the line items and categorize...again just a guess.