Thanks to your feedback, we’ve made some more changes to QuickBooks Online that we think are going to help make life easier. Here’s the latest!
Bank feed changes:
- Recognised bank transactions. The Recognised view lists items that are already matched, have a rule applied, or use categories from related transactions you previously accepted (any item shown in green), making it easier to quickly accept bank transactions into QuickBooks! Transactions > Banking > (1) Recognised.
- Bank rule “or.â€ You can now apply a bank rule when a transaction meets condition 1 or condition 2 or condition 3, etc. Transactions > Banking > â–¼ to the right of Update > Manage rules > New rule > (2) any.
- Turn off automatic categorisation. When you change a bank transaction’s category, QuickBooks automatically uses that category for future transactions that have the same vendor name. You can now turn off that autocategorisation. For example, let’s say you buy a lot from Coles; sometimes you want to categorise transactions as Office Expenses or Meals and Entertainment, but you want them uncategorised to start. Transactions > Banking > click a transaction > (3) Leave uncategorised.
- Receive payment on a batch of invoices: the Receive Payment form now has a (4) Batch checkbox that makes it faster to apply a payment to multiple invoices. Create (+) > Receive Payment.
Have a question or thoughts on our latest updates? Comment here or connect with us via Twitter @QuickBooksAU.