Is it possible to create a bank rule and set the payee AND the customer?

Hi darnell-moses, 

Online banking rules go beyond the automatic memorizing and categorizing that QuickBooks Online does. For frequently downloaded items, rules can save you a lot of time by scanning bank items for certain details you assign for specific payees and categories.

To create a bank rule, just click the Banking tab on the left navigation menu, and toggle over to the Rules page. Click New, and name your new bank rule. Under the Transaction Type drop-down menu, you can select 1 of 3 different types of transactions: Cheque, Expense, or Transfer. When you select either a Cheque or an Expense, QuickBooks allows you to choose either a Customer, Payee, or Employee to allocate the rule to. Although you're not able to make multiple selections for one bank rule, you can set up an additional bank rule to associate both a Customer and Payee to your selection. 

For more information about bank rules, take a look at this helpful Community article: How to set up and use banking rules for downloaded transactions. This article is full of tips on how to create and recognize bank rules. 

I hope this helps. Let me know if you have any other questions. 

Cheers!