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UPDATES: Bank feed changes, receive payment on a batch of invoices & more!

By Nora Tucker

1 min read

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.

RECOGNIZE TXN

  • Bank rule “or.” 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.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.TURN OFF 1

Other changes:

  • 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.

RECEIVE PMT

 

Have a question or thoughts on our latest updates? Comment here or connect with us via Twitter @QuickBooksAU.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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