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Code it once. Rules handle the rest.

Map a merchant, payee or incoming payment to a vendor, category, class or PMS account once. Every matching charge after that is coded on arrival.

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Rules

When

Merchant is Home Depot and allocation is Property

Then set

Guesty: Repairs and MaintenanceQBO vendor: The Home DepotMemo: merchant, date, note
✦

AI matched vendor

POOL SUPPLY CO #22 matched to QuickBooks vendor Pool Supply Company.

Possible duplicate on task #4790Review

Merchant rules

"LOWES" always goes to Repairs and Maintenance.

Defaults

Nothing arrives uncoded.

PMS rules

Track vendors and liability accounts, OwnerRez categories and markups.

More features

Dual Accounting SyncDuplicate DetectionMerchant to Property RulesBetaOwner Statement SyncCard and Property DefaultsReceipts by Text

Close your books 90% faster.

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