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  • Bank Account

    From the answer: Thanks for clarifying that, ,   Can you please confirm if the client is using online banking rules?... If they do, changes like updating categories for items added through Bank Rules also applies to all other transactions under it.

  • Which Payments product do you need help with?

    From the answer: In addition to the contact methods above, we also offer social media support for payments.... See more here:

  • Reconciliation discrepancies report technical error

    From the answer: Hi   KH , Thanks for the screenshot.... The difference of your reconciled total amount and beginning balance is caused by an edited or deleted reconciled transaction.

  • How do I show broken out vehicle expenses in reports by type such as gas or insurance, rather than just all grouped under 'car and truck' for tax purposes?

    From the answer: Hello Roy,   When organizing the expense accounts , you'll need to do it one at a time.... Let's create first the parent accounts (vehicle expenses): Click the Gear icon in the upper-right corner and select Chart of Accounts .

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