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im5ft12in
January 2, 2024
Question

Online importing Zelles as Transfers so you cannot categorize a rule to a P&L account?

  • January 2, 2024
  • 1 reply
  • 0 views

I'm beside myself with this:  When the bank imports zelle's as 'transfers', there is no way to set up a rule and have it go to a P&L income account.  WHY, WHY, WHY IS THIS SET UP THIS WAY? Either give us the option import zelle's as deposits, so rules can be set up to automatically apply to the correct income, or allow us to set up rules using transfers to an income account.  Doesn't seem like a hard thing to do?  

1 reply

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GlinetteC
January 3, 2024

I appreciate you bringing up this issue regarding the bank import from Zelle as Transfer, im5ft12in.

 

I acknowledge the importance of being able to establish a rule that automatically applies to the relevant income account meeting your business needs. I would appreciate it if you took a moment to share your feedback with our product engineers. Your suggestions help our engineers improve the software to offer the best services based on your business needs. You can do so by following the steps below:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

The company listens to its customer base, which is why many of the program's current features were suggestions from QuickBooks users. The company also wants to hear from you, so check out its website to vote on future ideas. To access the page, visit this link: Customer Feedback for QuickBooks.

 

I've added the following resource to ensure that downloaded bank and credit card transactions are thoroughly reviewed for future reference: Categorize and match online bank transactions in QuickBooks Online.

 

You can post again if you have further questions about bank transactions or other related issues. We're here to help you.

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