Get started with reconciliation rules
Reconciliation rules evaluate imported bank and credit card transactions and determine when QuickStart suggests or automatically applies a match or expense category. Use Menu > Banking > Cash management > Reconciliation rules to create and order rules, select their conditions, and define whether a matching transaction is categorized automatically or presented for review.
To view the rules, open Menu, select Banking, select Cash management, and then select Reconciliation rules.
Each rule identifies its type, action, applicable account or accounts, and conditions. A rule can suggest a result for review or automatically apply it. Rules generated by AI are identified in the list. After you confirm enough suggestions from an AI-generated rule, QuickStart can ask you to confirm the rule so its future suggestions are applied automatically.
Review existing rules before creating overlapping conditions. You can make a rule inactive when it must no longer process new imports.