Hi anyone notice this? Credit card payments trans not storing Location code-not if a “pairing" trans from bankfeed & then not even if manually enter later via REGISTERs
QBO-Advanced observation – Credit Card Payment transactions do NOT store a location code if using “pairing transaction from bank feed” and even if updated later manually from the respective REGISTERs by the User. Scenario: Credit Card paydown in bank feeds is offering “paired” transactions – that is nice, however from the bank feeds transaction view it does not allow me to update the record with a “Location” or “class” before saving/pairing ? So a possible workaround: later go into bank register for the chequing account and I manually update that record to add location and then save that change, I get warning of course that it was from bank info, that’s a fair warning and I then save it anyway. But wait! that change I made does not “stick” ? (I have screen shots :-)) When I go to Bal sheet view by Location and drill into unspecified - there they are Unspecified in both the cheqing account and the Credit Card account - but no easy way to repair them? perhaps only option is a J/E to fix them, then not use CC payment trans type in the future ? thanks for listening/any ideas? Robin Joy ps: And then when I access the record from the Credit Card Register and I try to update the location field, then hit “save” I get warning of course, that’s fair, but even if I hit save anyway it does not save the updated location code ??? I tried 4 times, and also tried refreshing before two of those attempts - still no joy