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bookswithcreeksi
March 1, 2022
Question

Mixed Manual & Linked Bank Feed

  • March 1, 2022
  • 1 reply
  • 0 views

Hi all.

 

This greenie needs a little guidance. I have a client who needs a complete set of books from Jan 2021 to date compiled. Their bank has a 123 day limit on exporting transaction data. Can I still link the bank feed if I do manual entry to the bank register for the unavailable transactions? Also, will receipts match to manual entries to the bank register? TIA

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
March 1, 2022

You have to ask the file or download it from the bank. Then you have to import it manually. Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

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