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How to change the Account in Transaction screen

sstcsstc Member Posts: 13

Hi, our company has set up to import bank transactions to Wave automatically. May I know how to map the Account to a new Account in the Transaction screen in the system, so I do not need to change the Account for each transaction. For example, the transactions used to map to Account: Bank A, but we would like to map the transactions to Account: Bank B. Can someone help? Thanks in advance.

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edited August 29, 2018 in Bank Connections

Comments

  • sstcsstc Member Posts: 13

    Hi, please see the screenshot below, the circle with yellow highlight is what I mentioned in the above question. the transaction auto flow from credit card company is mapped to AE card, but I need it to be mapped to another liability account for the future transactions auto flow from credit card company, can someone help me with it.

  • AlexiaAlexia Member Posts: 3,314 ✭✭✭✭

    Hi, @sstc.

    You can do this from the Bank Connections page. One of the drop-down menus next to each account will ask you to choose a payments account. You can change it there.

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