Loading Profile...
Not all bank transactions are expenses
When I am importing from quickbooks (Bank Account) how do I tell the system that the amount of the transaction is a transfer (to my Visa account) and not actually an expense.
I’m perplexed
5
people have this question
I have this question, too!
Tell me when someone answers.
The more people who ask this question, the more it gets noticed.
The more people who ask this question, the more it gets noticed.
Create a customer community for your own organization
Plans starting at $19/month
-
Inappropriate?I think this question was answered via email as well. But the answer is the app knows what is - or a + transaction. If you've setup both bank accounts in the app it will see these deductions and make them into a transfer.
I’m thankful
-
Inappropriate?This would be a problem if Transfers were posted as Expenses in Account Transactions page. That would this problem too. Good luck!
I’m hoping for a fix to the Transfers problem!
1 Comment
Add a comment
This answers the question
-
To have a series of transaction automatically denoted as a transfer many things have to happen with your account. I suspect your account doesn't have both bank accounts in them or you haven't denoted the possible transfers as transfers. -
Inappropriate?The same thing happened to me. It seems like it ONLY imported everything as an expense. -
Inappropriate?Actually it looks as if it skipped a lot of transactions. Mainly + transactions so its showing a HUGE negative balance on all accounts.
I’m frustrated
1 Comment Add a comment
This answers the question
-
How is this data getting into your account? QIF?
EMPLOYEE
