Transactions
Recently active
Original commenter did not share additional details
How can i add a new category to place what i do for a living in the correct order, the same question keeps coming up and the same answer - Here’s how to add a new category:Go to the Gear icon.Choose List.Select All Lists.Choose Product Categories.Click New Category.Hit Save.there isn't anything like this on my system / page / accounts, can someone enlighten me on what is the correct way to change categories Thanks in advance Kevin
I take a lot of deposits for jobs, up to a year in advance of the actual event. As the payments are often made in the prior tax year to the event, they are counting towards the previous year's taxable income, when they are in fact income for the next year. As I connected my bank acct they show up as the real date paid (Sept 18, Jan 18), but I need to shift them to this tax year as they are currently sitting in last year and the event they are paying for isn't til June 19! Is there any way of resolving this increasingly annoying issue?!
I want to show a SITE ADDRESS and a DESCRIPTION OF WORKS on my invoices and the existing custom fields don't seem to be big enough to hold this information. I've thought about using the Shipping fields, but this then displays information like shipping cost that isn't relevant.
We have a client that uses Zapier. They want to try and use this to connect PayPal to QBO. Has anyone any experience of this? The Zapier website suggests this is possible. Any comments or help would be great. Thanks
I would like create my own income categories. Is that possible?
When scanning receipts, will they automatically match them to the bank entry?