Overview

Instead of building every common rule from scratch, QuickBooks firms can pick from a pre-built set of Default Rules. Each one is a ready-made Global Rule for a common vendor, such as office supply stores, travel, vehicle, software and phone expenses, together with the category it uses.

Default Rules are currently available for QuickBooks. The Default Rules page also appears for Zoho Books and Manual firms, but it has no default rules to accept there.

How Default Rules Work

• Defaults are opt-in. Nothing is added to your account until you select rules and accept them.
• Each rule you accept is copied into your own Global Rules, where it sits alongside the rules you created yourself.
• Accepted rules belong to your firm. Later changes LedgerSync makes to the default set do not change the rules you already accepted.
• Accepting rules needs permission to manage your firm's Global Rules.

How to Accept Default Rules

1. In the top menu, open Rules Engine and choose QuickBooks. In the left menu, open Settings, then Initial Setup, then Default Rules.
2. Review the list. It shows each rule's name, conditions, vendor name and category name, and you can search it.
3. Tick the rules you want, then click accept selection.
4. When LedgerSync offers to take you to Global Categories, click Yes (or open Settings, Global Settings, Global Categories later) and map the Global Categories to each client's categories as usual. A Global Rule only works and syncs to QuickBooks once it is associated with a Global Category that is mapped for that client.

Defaults are a starting point. Once accepted, you can edit, disable or delete any of them from the Global Rules page, like any other Global Rule.

Need Help?

Contact LedgerSync Support at support@ledgersync.com