Recurring vendors, allocated automatically.
Send every charge from a merchant to one property or a group, like a pool company that services one building or a utility tied to one address.
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
One property or many
Split evenly or by percentage.
Conflict warnings
Overlapping rules are flagged when you create one.
Still reviewable
Change any allocation before it syncs.
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