A rule codes a vendor's invoices to an account — a code such as 6100 or a name such as Office supplies. The account fills the QuickBooks Account and Xero *AccountCode columns and the CSV and JSON exports. Rules are learned: set an account on the review screen and that vendor's next invoice arrives coded. The longest matching vendor name wins, and a rule never changes an account a person set.
| Vendor contains | Account | Coded | How | |
|---|---|---|---|---|
| ACME SOFTWARE SOLUTIONS | 6420 Software | 3 | learned from a review | |
| METRO OFFICE SUPPLIES | 6100 Office supplies | 3 | learned from a review | |
| NORTHWIND LOGISTICS | 5200 Freight | 3 | added here | |
| BRIGHTLINE ENERGY | 6700 Utilities | 2 | learned from a review | |
| HARTMANN BAUER | 6300 Contractors | 0 | learned from a review |