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Using Quickbooks with Rho

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Can My Budget Tags in Rho Transfer to Quickbooks?

Yes! If you'd like your Budget tags to flow through Quickbooks, you can create a "rule" in the Quickbooks platform!

  1. In QuickBooks Online go to: Left hand side navigation bar > Transactions > Banking > top right click on down arrow on File upload > Manage Rules.

  2. Click > New Rule.

  3. Rule Name: This is the name that will show up when a transaction is automatically filled out for you based on the rule.

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