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moorbern
Level 1

We accept Interac Etransfers for payments. They are not showing in my Sales totals. Why not, and how do I correct this?

 
1 Comment 1
AndréB
Level 7

We accept Interac Etransfers for payments. They are not showing in my Sales totals. Why not, and how do I correct this?

Hey moorbern,

 

It's great that you've already identified the cause of this issue. Keeping track of these discrepancies goes a long way in producing accurate reports, and ensures you'll always have a clear overview of your finances. I'm confident we'll have no problem sorting this out, and I'll be happy to assist.

 

The most common reason for Interac e-Transfers not to be recognized as income is being added incorrectly from the bank feed. The system sees "transfer" in the description and suggests adding the transaction as a bank transfer (which is used to record amounts transferred between your own accounts). To properly track these as income, make sure they are being added as Sales Receipts or being matched to an invoice. To correct ones you've already added, simply head to the Reviewed section of your Banking tab and click Undo.

 

Let me know how this goes!

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