Do existing bank tagging rules apply to multiple or new bank accounts?

[SaraJayne]

Hi there.

I have a number of bank tagging rules set up on current bank account 1, which is the only current bank account that QuickFile knows about right now. I’ll soon be setting up current bank account 2 in QuickFile, which will be the new current account for the business. Will these bank tagging rules still apply to the second account? I think they will, but I want to double-check. Is there any way to choose which ones to apply to the second account?

Tangentially, once I have multiple bank accounts set up in QuickFile, do all bank tagging rules apply to all of them? I’m also wondering if there’s a way to use tagging rules to automatically tag transactions I create in the petty cash account?

Many thanks.

[rhc]

Hi,
yes one rule applies to all accounts, you cannot specify accounts (see screenshot). I can tell you from experiences with 8 accounts within qiuckfile, that, when you setup it properly there will be no mix-ups. I mean, I have a lot of rules and I had no transposition so far.

Yes, you can also setup rules for cash accounts