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EricPEricP Member Posts: 8

I get a dozen or so bank card deposits every day. Description begins "5/3 BACNKCARD SYS...". I'd like to have these automatically assigned to the Income category I created named "WorldPay Merchant Account". Currently I have to check the boxes and manually edit the category. Thanks in advance.

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in Accounting Technical Support

Comments

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @EricB , if these are coming in through an automated bank connection then categorizing them to this income category will teach the system overtime to do this for you automatically. Keep categorizing them as you do and with a bit of time our system will learn from this.

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