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mail10
Level 1

How Do I import bank transaction as sales when its currently showing as "uncatagorised transaction" I cant select the option that I want "sales". can someone help me?

 
1 Comment 1
Terina Carr
Content Creator

How Do I import bank transaction as sales when its currently showing as "uncatagorised transaction" I cant select the option that I want "sales". can someone help me?

Hi mail10,

 

Thanks for reaching out, when you mention that the bank transaction is showing as "uncategorised transaction" is this showing under the category field?

If so you are able to change this to any category you wish by clicking on the transaction to open the edit options then you can click the drop-down option under the category title and change this to sales.

Is this helpful?

 

Terina