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March 1, 2022
Question

Mixed Manual & Linked Bank Feed

  • March 1, 2022
  • 1 reply
  • 1 view

Hi all.

 

This greenie needs a little guidance. I have a client who needs a complete set of books from Jan 2021 to date compiled. Their bank has a 123 day limit on exporting transaction data. Can I still link the bank feed if I do manual entry to the bank register for the unavailable transactions? Also, will receipts match to manual entries to the bank register? TIA

1 reply

Fiat Lux - ASIA
Level 14
March 1, 2022

You have to ask the file or download it from the bank. Then you have to import it manually. Another option, utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110