Question
Can I make a rule in QBO for an expense from credit cards with QBO integrations (Ramp, Divvy) to automatically allocate %’s of that expense to multiple classes in QBO?
For recurring expenses on our credit card, we’d like to automatically allocate percentages to multiple classes in QuickBooks Online (QBO). Although credit card services like Ramp and Divvy allow us to allocate percentages of an expense to multiple classes in QBO, if it is a recurring expense we are unable to automatically apply the same allocation the next time we have that expense. We are wondering if there is a way to do this directly in QBO. We thought the rules feature might be the way, but we can’t seem to apply rules to expenses in QBO.