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April 5, 2022
Question

transactions

  • April 5, 2022
  • 1 reply
  • 0 views

Hello im new on here i had a heart attack and am now back to work but am finding it hard to set up my self employed account on here.  I have linked my business account and can see all my ins and outs

 

But how do i make the quick book know what each amount is for, at the moment i sell on ebay so i have lots of postage costs, but find myself entering the word postage each time how do i make the system no its postal or sales or what ever with out having to write it in on every transaction, so its actually quick.

1 reply

Level 14
April 5, 2022

Hello Mike5662, 

 

Welcome to the Community page, 

 

You could create a rule for the postage transactions so that when they come in they get automatically put against it so it saves you having to do it each time. 

 

If you click on the cog wheel> under tools select create rules > create a rule> fill in all the information and save 

Mike5662Author
April 5, 2022

thank you will give it a whirl

Mike5662Author
April 5, 2022

finally how do i take a rule off i put one up fiddling and need to take it off