- Categorizing them, and marking them as billable
- Adding them to an account register; matching them to related transactions; or transferring them to another account
- Using Batch actions to process related groups
We explored QuickBooks Online’s Banking features last month, including the site’s ability to work with related transactions as groups.
You can create Bank Rules in QuickBooks Online that will automatically assign a Transaction type, Payee, and Category to imported items that meet specific conditions.
Account Registers, Chart of Accounts
You can view your company’s Chart of Accounts in QuickBooks Online, but we recommend you don’t modify it.
A Critical Concept
“Biz-Bob” and Team
QuickBooks Solutions Provider (QSP)