How to set up QuickBooks bank rules to avoid miscategorization?
I've been helping a small company organize their QuickBooks bank feeds recently. The easiest mistake to make isn't failing to create rules, but making them too broad. For example, if you set it to automatically categorize anything with 'Amazon' in the memo as 'Office Expense,' software subscriptions, equipment, and personal reimbursements all get swept in, which is a pain to fix at the end of…