Shared Classification Rules
One set of rules that multiple similar companies share, so you never repeat the work.
How to use it
Open Rules from the left nav, click New Rule, define the match condition and the category/account it should apply, and save. Review suggested rules the system proposes under Rule Suggestions.
Configuration
Requires at least a Chart of Accounts (or Category) to classify matched transactions into.
Details
| Menu location | Left nav, Rules. |
| Who uses it | Chains and groups of similar companies, like restaurant franchises, and bookkeepers with many alike clients |
| Prerequisites | Chart of Accounts, Categories |
Related pages
See which plan includes Shared Classification Rules on pricing, or how Count My Bucks compares to QuickBooks. Used heavily in Franchise accounting for every location, on one login..