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kevin38
Level 1

Can I add a part to my products and services from a bank feed transaction?

 
1 Comment 1
Bonny_
Moderator

Can I add a part to my products and services from a bank feed transaction?

Hi kevin38,

 

Welcome to QBCommunity!

 

You can use the Split function to add a part of the bank transaction to products and services.

 

To do this:

  1. Select Banking.
  2. Under For Review, select the bank feed transaction.
  3. Select Split on the expanded transaction.
  4. Allocate the categories of the transaction to the appropriate accounts, assign the GST and enter the amount of the part, Then in the second line, repeat for the remainder of the transaction.
  5. Select Save and Add.

Hope this helps!

 

Bonny