Hi,
we’re new to the program and trying to create bank tagging rules to automatically tag transactions. We have some providers with names less than 4 letters-long and QuickFiles is not allowing us to set up a rule when this is the case. Is there anyway around this?
Look at the bank transaction on the bank statement or online for the provider, and select part of what that shows (the 4 characters required can include a space)
For example, a purchase from B&M on my bank shows Payment to B&M 482 - HS St JA On 06 Dec
For the tagging rule I used the text B&M 482 as that is common to all types of business purchases from B&M