Bank Match Rules
Create rules to automatically match bank transactions to invoices, bills, and expenses
Tenant ID Required
Access this page via /t/your-tenant-id/qbbankingmatchrules
How Match Rules Work
- • Rules are applied in order when you import bank statements
- • Match transactions by text patterns, amount ranges, or both
- • Map matched transactions to invoices, bills, or expense categories
- • Use the simulator to test rules before applying them
- • Higher confidence scores = better matches
Tenant ID required
Please set your tenant ID to manage bank rules
Tenant ID Required
Please set your tenant ID to simulate rules
💡 Best Practices
- • Create specific rules for high-volume patterns first
- • Use "Contains" for flexible matching, "Starts With" for exact prefixes
- • Set amount ranges to avoid false positives
- • Test rules with the simulator before going live
- • Disable unused rules instead of deleting them
- • Review and update rules regularly based on new patterns