I am importing a credit card file that I saved from the bank site and importing it into quickbooks. I would like to know how to download the transactions to the 'items' tab instead of the 'expense' tab where it defaults to. Thank you.
Hello there, CMdeagen.
You're unable to automatically download the transactions to the items tab. You'll have to match the transaction and associate it with the item account.
You can use the renaming rules feature in QuickBooks. This will help you automatically assign transaction to a specific payee and categories. Please check this article for the steps: Use renaming rules for Bank Feeds.
If you need more help from us, feel free to drop a comment below.
I appreciate your suggestion Kristine, however there isn't an existing transaction to match it to. I am downloading new transactions. Does that make sense?
Let me address your online banking concern.
In this case, you can manually create transactions in QuickBooks Desktop, then match them in the Bank Feeds window.
To write a check:
To enter a bill, please refer to this article: Enter bills.
Once you're done creating transactions, simply follow the steps above provided by my colleague, Kristine Mae.
As a reference, you can also check out this article about matching bank feed transactions for further guidance: Add and match Bank Feed transactions
This should point you in the right direction. Let me know if you have further questions. I'll be here to keep helping.