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Mike5662
April 5, 2022
Question

transactions ids

  • April 5, 2022
  • 1 reply
  • 0 views

Hello going mad here i think this quick book is no good for me, somebody please help, I have a business account thats linked to ebay where all my sales come from and i buy my post through ebay and all of that goes through paypal, i dont want to have to everytime i make a transaction have to write besides it in quick books postal, or  any of the other transactions, its not possible is it ??? to set up an auto feed into the transaction saying its postal or whatever else, all my bank says is paypal ebay and the amount, i cant see how i can get to make a rule for this so it does the  tagging auto for me. if it cant be done i will have to call it a day, is there a way or because of way my bank puts up transactions not. ive spent hours on this and im recovering from a heart attack so knackered

1 reply

JasroV
JasroV
April 5, 2022

Great to have you back, Mike.

 

Please know this isn't what I want you to feel with QuickBooks. Allow me to shed some light on how to seamlessly manage your transactions.

 

QuickBooks only shows information that is provided by your bank. If you find theirs a lack of details on it, I recommend contacting your bank and verifying of any updates. Changes made on their end affect how QuickBooks Self-Employed (QBSE) handles the transactions.

 

Once everything is clear, you can utilize this article for reference in matching your transactions: Categorise transactions in QuickBooks Self-Employed.

 

If there's anything else you need help with about your transactions or with QBSE, you can always add them in your reply. I'll be around to help you. Stay safe, and wishing you a fast recovery. 

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