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T
ToniC
February 24, 2020
Question

Royal Mail Drop and Go account

  • February 24, 2020
  • 1 reply
  • 0 views

Hi

I'm new to Quickbooks and hoping someone can suggest a way to reconcile my postage costs. I have a Royal Mail Drop and Go account which is topped up automatically when the balance drops below a certain amount. I take mail order packages to the Post Office which has my card on file, and collect the receipts, which I have been scanning into Quickbooks. However, this is never going to reconcile with my bank account because the payments made from the bank to Royal Mail are for a single sum every few days, not itemised amounts. I'm finding this is recording the postage cost twice and I'm having to comb through getting rid of them. Now wondering if it would be better to ignore both of these and import the Drop and go transactions from my online account, if that is possible?

Assuming I'm not the only one with the issue so any suggestions welcome

    1 reply

    A
    Ashleigh1
    February 24, 2020

    Hello Tonic , 

     

    Thanks for reaching out to us on the Community page, 

     

    I would suggest that you are probably best ignoring them both and then just importing the drop and go transactions in the account, this will then not  cause and duplication's into your account. 

     

    We welcome any Community users who have had a similar issue.  

    U
    U1511M
    January 14, 2022

    Hi, 

     

    I just wanted to ask, by ignoring it, do you mean exclude the transaction?

     

    I wondered whether it would be good to top up your account monthly and attach all the postage receipts for that month by putting them all into one PDF? Would this work?

     

    Thanks

    K
    Kurt_M
    January 14, 2022

    Thanks for joining the thread, @U1511M. Allow me to share some insights about your concern.

     

    For your first concern, Yes. By ignoring it, means to exclude the transaction.

     

    To begin, here’s how:

     

    1. Go to the Transactions tab.
    2. Locate the transaction that you want to exclude.
    3. Click on the transaction and then check the box below and then save.

     

    For visual reference, you can refer on the screenshot below.

     

     

    It’s a good idea to compile all the postage receipts and put them inside a PDF. This way, you can keep your receipts organized. 

     

    After compiling, you would want to export your data. you can refer to this article about exporting data from QuickBooks Self-Employed.

     

    As always you can get back to me if you have further questions about this. Let me know by hitting the REPLY button. Helping you is our number one priority. Keep safe!

     

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