Skip to main content
F
Forthewinwin
January 23, 2022
Question

Batch entering transactions: transaction type

  • January 23, 2022
  • 1 reply
  • 0 views

When batch entering transactions, or entering transactions with the account register, is it possible to label outbound transactions out of  a bank account as NOT cheques?

 

I do year-ends for clients who obviously transfer money electronically, but all Quickbooks Desktop appears to have for electronic transactions is "cheque", credit card charge, deposit, bill, invoice, and credit. This is extremely misleading to the client as we have no way to enter non-cheque multiple transactions coming out of a chequing account, aside from incorrectly labelling them each as cheques.

1 reply

T
Trish_T
January 24, 2022

Hi Forthewinwin,

 

Thank you for reaching out here.  QuickBooks Desktop is a dynamic program for your daily accounting tasks.  Having the ability to choose transaction types is a great way to ensure your books are aligned.  I'd be happy to provide the information you need so you're on the right track with your work.

 

There's currently no option for creating new transaction types.  However, if you'd like to see this come available in future updates you can submit your suggestions to our Development Team by going to Help>Send feedback online.  Recommendations are greatly appreciated and assist with enhancing our products to improve your overall customer experience with QuickBooks Desktop.

 

Please feel free to reach back out with any other questions.  We'd be glad to assist!

 

 

Terms & ConditionsAccessibility statement