- Click the transaction in the banking screen
- Click create a rule
- Name the rule
- Click Bank text copy and paste the bank details from the transaciton in quickbooks and add here
- Test the rule. If nothing shows up, its not working. It actually goes through the unassigned transactions and sees which transactions this rule would be attached to.
- Confirm category and payee is right
- Click save
December 28, 2022
How to create a rule in quickbooks
Frequently Asked Questions
What if I don’t like my VA?
We can source another one and fire the other. This would trigger another set up fee of $199.
Why is there a $100 per hour fee for delegation set up?
This is not required. Owners/leaders of companies are free to set up new delegations at no cost. At Confidere, we set up a step by step repeatable work flow for companies within Asana to organize the delegation process.
Why is there a $199 set up fee?
The set up fee covers us for the time and energy required from our staff to source a VA for your company.
It says Cost + 20%. What does that mean?
Virtual Assistant’s vary in costs. They can be anywhere from $5 an hour to $15 an hour. When we source your VA and select them, we will then let you know the cost of them. If you don’t want to move forward, you are not required. We can find another VA for you. This is why we need to charge an onboarding fee. A lot of time and energy goes into this part of the process. The additional 20% covers us for ongoing management of the Virtual Assistant.
What is the $99 a month?
The $99 a month is a membership fee that helps us cover our platform costs and basic overhead of running a company. We tried to make this as affordable as possible.
Will my credit card be kept on file?
Yes
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