Save Hours Every Month with This One Bookkeeping Tip
Because You Didn’t Start Your Business to Become a Spreadsheet Warrior
Let’s face it—most small business owners didn’t start their dream to spend weekends squinting at bank statements and color-coding expense categories.
You started your business to serve clients, build something meaningful, and maybe even take a lunch break every now and then.
But here you are, deep in the QuickBooks abyss, wondering why a charge from “ABC MARKETING INC” is still uncategorized… four months later.
Here’s one simple, time-saving bookkeeping tip that could change your life (or at least your Saturday):
Set up and use Bank Rules in QuickBooks Online.
Think of bank rules as personal assistants for your finances. You tell QuickBooks, “Hey, every time a charge from Canva shows up, categorize it as Marketing,” and bam, it does it automatically—every single time.
Now multiply that by 10 or 20 vendors you use regularly, and you’ve just saved yourself hours every month. That’s more time to:
Actually run your business
Spend with your family
Finally binge-watch that show you’ve been pretending to know about
And guess what? Fewer manual entries also means fewer errors. Bank rules help keep your books accurate, consistent, and ready for tax season—without needing a PhD in spreadsheet studies.
I’m Dr. Bryan Raya, QuickBooks ProAdvisor and founder of DBR Bookkeeping. I help small business owners stop wasting time in their books and start making decisions from clean, reliable data.
👉 Want to save time and get your books right?
Join the DBR Bookkeeping Online Community:
https://www.skool.com/dbr-bookkeeping-8561/about
📅 Or book a free 30-minute call with me:
https://calendly.com/dbr_bookkeeping/30-minute-zoom-consultation-call
Let’s stop the chaos—and start Doing Business Right!
💬 FAQ: Bookkeeping Automation & Bank Rules
What are bank rules in QuickBooks?
Bank rules automatically categorize transactions based on criteria you set, like vendor name or dollar amount.
Will bank rules make my books perfect?
They help a lot—but human review is still key. Think of it as autopilot with you in the cockpit.
Do I need to be tech-savvy to set this up?
Not at all. It takes a few clicks, and we walk clients through it every day.
Can this really save me time?
Yes—many small business owners save 3–5 hours a month or more. Time you can use doing literally anything else.