credit card transaction input

Grams_2015_

Please remind me how to input the Credit Card statements to include categories & sales tax. its already shown on transactions as 1 entry on bank statement as paid to CC, but need to breakdown CC entries.. Thank you very much. D

NicoletteB

@Grams_2015_ Great q! Right now, we don't offer the ability to add categories or tax when making the initial upload. However, we do allow for bulk edits on transactions from the Accounting > Transactions page.

Select the box to the left of every transaction you want to apply a certain tax or category to. Then select Edit and a popup will appear.

Choose the appropriate option for what you want to apply to your transactions and click Apply; then all transactions will update with your choices!