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communityoil
June 5, 2020
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In QBO Banking what does 'ADD' actually mean?

  • June 5, 2020
  • 1 reply
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This is a mess! In QBO Banking the action 'ADD' keeps coming up everywhere. But what does it actually do? Add what? To where? I seem to have managed to make transactions totally disappear by using 'ADD' Accounts are no longer making any sense. I must find my old quill pen and ledger - it would be quicker and more positive. Help!
Best answer by JonpriL

Hello there, @communityoil!

 

The Add function automatically posts the exact same transaction into your account register. You can utilize this if you haven't created a record of the same transaction in QuickBooks. 

 

But if it's the opposite, you'll have to select Find Match instead to avoid creating a duplicate transaction. You can read through this article to learn more: Categorise and match online bank transactions in QuickBooks Online.

 

Lastly, here's a few articles you can read to help manage your customers and sales: Manage Customers and Income for QuickBooks Online.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.

1 reply

J
JonpriLAnswer
June 5, 2020

Hello there, @communityoil!

 

The Add function automatically posts the exact same transaction into your account register. You can utilize this if you haven't created a record of the same transaction in QuickBooks. 

 

But if it's the opposite, you'll have to select Find Match instead to avoid creating a duplicate transaction. You can read through this article to learn more: Categorise and match online bank transactions in QuickBooks Online.

 

Lastly, here's a few articles you can read to help manage your customers and sales: Manage Customers and Income for QuickBooks Online.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.

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