DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Account suggestion on bank import


#1

Anyway to have gl accounts suggested for certain type of transactions when importing bank statement?

It goes like this:

import bank statement

sees deposit

suggests a capital account or some other account.

Seen it work with qb online before. You can still change it to any other account you want


#2

This feature is called Bank rules and it will be implemented at some point. You will be able to set rules for auto-categorization.


#3

cool