Marie Curie Bookkeeping
@mariecuriebookkeep.bsky.social
We turn your messy books into organized books.
QuickBooks Auto-Match rules are easy to set up!
1. Go to Banking/Transactions→ Pick the correct account
2. Open Rules→ In the Rules tab
3. Create Rule→ Click New Rule
4. Set Conditions→ Choose things like payee or total
5. Set Actions→ Automatically categorize
6. Auto-Apply→ Check box
7. Save Rule
1. Go to Banking/Transactions→ Pick the correct account
2. Open Rules→ In the Rules tab
3. Create Rule→ Click New Rule
4. Set Conditions→ Choose things like payee or total
5. Set Actions→ Automatically categorize
6. Auto-Apply→ Check box
7. Save Rule
August 19, 2025 at 3:44 AM
QuickBooks Auto-Match rules are easy to set up!
1. Go to Banking/Transactions→ Pick the correct account
2. Open Rules→ In the Rules tab
3. Create Rule→ Click New Rule
4. Set Conditions→ Choose things like payee or total
5. Set Actions→ Automatically categorize
6. Auto-Apply→ Check box
7. Save Rule
1. Go to Banking/Transactions→ Pick the correct account
2. Open Rules→ In the Rules tab
3. Create Rule→ Click New Rule
4. Set Conditions→ Choose things like payee or total
5. Set Actions→ Automatically categorize
6. Auto-Apply→ Check box
7. Save Rule