How can I SAVE the information I have entered for my income for the third quarter 2019 ?

Hello longnorhall,

I would like to ask a few questions about the income, if you please. Can you share with me how you enter the transactions into the system? Any additional information you can add will help ensure a timely solution.

Once you enter them via sales receipt, invoice, or bank deposit, please know that it'll automatically be stored on the system after clicking the Save and close or Save and new option. However, if you're referring to the downloaded income information from Bank Feeds, you'll need to add and match them with your existing transactions.

Here's how:

1. On the left navigation, go to Banking.
2. Choose an account.
3. Click the For Review tab.
4. Select a transaction.
5. Choose Split or Add.

For additional insight into Bank Feeds, such as saving income information, I'm attaching the support article I recommend:

• Add and match downloaded bank transactions [Video].
• Assign, categorise, edit, and add your downloaded banking transactions.

I want to ensure that you're able to get the answer you need, so please let me know if you need further help with entering income. You can reach out to me anytime by posting your response below.