Skip to main content
L
LynnWood 12
August 28, 2019
Question

Creating Expenses

  • August 28, 2019
  • 1 reply
  • 0 views

Only just starting with setting up QB ... Please can someone tell me if I always have to create an expense to match with the imported bank transactions ... Or can I just review them - tick to recognise and then add when the expense appears in the banking screen?? Thanks Lynn

 

1 reply

E
EmmaM
August 28, 2019

Hello Lynn

 

You can do either one. Depending on what suits you best.

 

Some users who are manually adding expenses into the product like to then just match them when the banking transactions pull through.

Other users just add the transaction through the add function in the banking.

 

 

If you are creating an expense manually by  clicking on the + symbol>expense>entering info>then saving, then it would be the case of not adding again through the banking section as it would cause a duplicate transaction.

 

If you are adding historical information then the best option is to add through the banking section.

 

Any questions let us know

 

Thanks

 

Emma

Terms & ConditionsAccessibility statement