Smart Rule Suggestions After QBO Cleanup Workflows
K
K.C. Eames
Double already lets users review transactions and mass-update vendors and accounts during QBO cleanups. A great enhancement would be to automatically suggest bank rules at the end of that workflow, based on the changes the user already made.
Since Double can see consistent coding patterns during cleanup, it could generate recommended rules and let users simply click to turn them on—rather than manually creating rules from scratch.
This would save time, improve consistency, and turn cleanup work into long-term automation.