1. Automate Recurring Transactions

If you invoice the same clients regularly or have repeat expenses (like rent), set them up as recurring transactions.
How: Gear icon > Recurring Transactions > New
💡 Hack: Use this for monthly retainers, subscriptions, or loan payments to reduce manual entry.

2. Use Bank Rules to Auto-Categorize Expenses

Tired of sorting through transactions every month? Create bank rules so QuickBooks automatically categorizes recurring expenses.
How: Banking > Rules > New Rule
💡 Hack: Combine this with vendor names and dollar amounts for super-accurate auto-sorting.

3. Attach Receipts to Transactions with Your Phone

Use the QuickBooks Online mobile app to snap a photo of receipts and attach them directly to expenses.
💡 Hack: This keeps your records audit-proof and organized on the go — no more lost receipts in your glove box.

4. Batch Edit Transactions in the Banking Feed

Need to categorize a bunch of similar transactions? You can select and edit them in bulk from the Banking tab.
How: Banking > For Review > Check multiple transactions > Batch actions
💡 Hack: Great for monthly subscriptions, fuel charges, or vendor payments.

5. Customize the Dashboard for What You Care About

Click the gear icon and customize the homepage (a.k.a. Business Overview) to show key insights like profit & loss, unpaid invoices, or cash flow trends.
💡 Hack: Keep your most critical metrics front and center — no digging around.

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