AlexL ✭✭✭
Community stats
- Username AlexL
- Joined
- Visits 2,151
- Last Active
- Roles Member
- Points 394
- Badges
- 15
- Posts
- 2,869
Reactions
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Re: Bank Transactions not importing
Hi @SiDingani20 @AndyReynolds @lewisean , if this is RBC relation please check out this thread. If you're banking with a different financial institution and you're still seeing issues, please send a … (View Post)1 -
Re: Bookkeeping undeposited checks
Hey @PeterINA , it's possible that a Money in Transit account has not been added to your account yet. You can check this by heading to your Chart of Accounts page and checking the Money in Transit he… (View Post)1 -
Re: How do I use the "Refund for an Expense" category?
Hey @brucehvn . There's different ways you can handle this, although personally I would just add a negative amount to one of your Bills to show a credit. You can call the item "Credit" and … (View Post)1 -
Re: Move business purchases from Personal into your Business
Hey @rogiervdheide , when categorize a transactions as Owner Investment/Drawings it doesn't actually move the transaction over to your other profile. What's going on is it basically takes it out from… (View Post)1 -
Re: How to create an invoice
Hi @Sanford , there's two different ways that you can handle this. 1. After creating the invoice, you can mark it as sent without actually sending it. From the "more options" section at the… (View Post)1
