In myBooks you go for automatic reconciliation based on the set of rules that you have to mention.
To set the rules, go to Settings > Business settings > Preferences > Auto matching rules
![](https://support.zetran.com/wp-content/uploads/2021/08/Preferences-full-screen-2.png)
Click on Auto-matching Rules, a window appears as shown below,
![](https://support.zetran.com/wp-content/uploads/2021/08/56.png)
Click on Add Matching rules,
![](https://support.zetran.com/wp-content/uploads/2021/08/57.png)
- Enter the Transaction name
- Transaction Type from the drop-down
- Account from the drop-down list
- Rule name
- Then click on Save
![](https://support.zetran.com/wp-content/uploads/2021/08/58.png)
![](https://support.zetran.com/wp-content/uploads/2021/08/59.png)