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Banking & Currency
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The steps to set up a loan in the help menu do not match what is on my QBO account. So I am not sure how to do it. The steps indicate that there will be 2 fields in the setup - one for amount, and one for balance but there is only 1 field?!
I've double checked that my opening balances are correct, and they are. However, my quickbooks balance is almost double the actual bank balance. What is the easiest way to determine which transactions have caused this?
I have 55 rules, 3 bank accounts and 2 credit cards. Can I export my rules so that I can review & coordinate them? (I would rather have 25 intelligent rules than 55 dumb guesses. )
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