Get the QBO Optimization Checklist Here: Need to get QBO set up for your business? Save money & grab a 12 month discount here: In this video, Hannah Smolinski, CPA and CFO to growing small businesses shows you how to set up bank rules in QBO. There is so much flexibility in these rules to help you create efficiencies and automations in your bookkeeping - YAY! Maybe this can save you on bookkeeping fees too! Double YAY! We go through: - How to create a rule from an existing bank transaction - How to set up rules that read the bank text - How to set up rules using dollar limits - How to set up rules to automatically add them to your bank register Find more resources for your small business HERE: -------------------------------------------------------------------------------------------------------------------------------------------- To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.